Remote Retirement Plan Specialist | Grow Your Impact

Guidant Financial; North Platte (NE); Remote; USD 44,100 - 53,900; Full time

Benefits offered by this job

Comprehensive health coverage

Generous 401k match

Paid time off plus holidays

Flexible work arrangements

Training and career development

Inclusive work environment

Job summary

A financial services company is seeking a Retirement Plan Specialist to work remotely. This role involves assisting clients with the administration of their 401(k) plans, reviewing documents, and ensuring compliance with government regulations. The ideal candidate has strong communication skills, attention to detail, and proficiency in Microsoft Excel. Join a company that empowers its employees and is dedicated to fostering a diverse and inclusive environment. Competitive salary and benefits included.

Qualifications

• Must be 18 years of age.
• Excellent verbal and written communication skills.
• Meticulous attention to detail and proactive problem-solving.
• Adept in customer service, organization, and collaboration.
• Proficiency in Microsoft Excel and other Office tools.

Responsibilities

• Work with clients to obtain necessary information for reporting.
• Review documents for completeness and accuracy.
• Utilize software for 401(k) testing and reporting.
• Educate clients on 401(k) plan administration.
• Prepare required government filings, including IRS Form 5500.

Skills

Verbal communication

Written communication

Attention to detail

Customer service

Organization

Collaboration

Math skills

Analytical skills

Excel proficiency

Education

Associate’s or bachelor’s degree in business or finance

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

A financial services company is seeking a Retirement Plan Specialist to work remotely. This role involves assisting clients with the administration of their 401(k) plans, reviewing documents, and ensuring compliance with government regulations. The ideal candidate has strong communication skills, attention to detail, and proficiency in Microsoft Excel. Join a company that empowers its employees and is dedicated to fostering a diverse and inclusive environment. Competitive salary and benefits included.