Remote Retirement Plan Specialist | Grow Your Impact

Guidant Financial; Nampa (ID); Remote; USD 49,000; Full time

Benefits offered by this job

Comprehensive health coverage

Competitive salary

3 weeks paid time off

Job summary

A growing financial services firm is looking for a Remote Retirement Plan Specialist to assist clients in managing their 401(k) plans. This role involves document review, preparing annual reports, and educating clients on compliance requirements. Ideal candidates will have strong communication skills, attention to detail, and a degree in a relevant field. The company offers competitive pay, flexible work arrangements, and a strong culture of inclusion and support.

Qualifications

• Ability to work as a self-directed worker.
• Basic knowledge of 401(k) plan structure preferred.
• Ability to create an inclusive workplace.

Responsibilities

• Obtain necessary information to prepare annual reporting.
• Review documents submitted by clients for accuracy.
• Educate clients on their 401(k) plan administration.

Skills

Excellent verbal and written communication skills

Meticulous attention to detail

Customer service skills

Analytical skills

Proficiency in Microsoft Excel

Education

Associate’s or bachelor’s degree in a related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

A growing financial services firm is looking for a Remote Retirement Plan Specialist to assist clients in managing their 401(k) plans. This role involves document review, preparing annual reports, and educating clients on compliance requirements. Ideal candidates will have strong communication skills, attention to detail, and a degree in a relevant field. The company offers competitive pay, flexible work arrangements, and a strong culture of inclusion and support.