Remote Retirement Plan Specialist | Grow Your Impact

Guidant Financial; Plymouth (MN); Remote; USD 44,100 - 53,900; Full time

Benefits offered by this job

Comprehensive health coverage

Competitive salary

Paid parental leave

Generous 401k match

3 weeks paid time off

Flexible work arrangements

Job summary

A financial services company is seeking a Retirement Plan Specialist to manage and administer 401(k) plans. This fully remote position requires excellent communication skills, attention to detail, and proficiency in Microsoft Office. Responsibilities include reviewing client documents, preparing annual reports, and ensuring regulatory compliance. The ideal candidate should have a degree in business or finance and possess a proactive problem-solving attitude. Enjoy generous benefits including comprehensive health coverage and a flexible work environment.

Qualifications

• Must be 18 years of age.
• Ability to work autonomously.
• Basic knowledge of 401(k) plan structure preferred.

Responsibilities

• Work with clients to obtain necessary information for annual reporting.
• Review documents submitted by clients for accuracy.
• Utilize software to complete 401(k) testing and reporting.

Skills

Excellent verbal and written communication skills

Meticulous attention to detail

Customer service skills

Organizational skills

Collaboration skills

Math and analytical skills

Proficient in Microsoft Excel

Proficient in Microsoft Word

Proficient in Microsoft Outlook

Education

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

Job description

A financial services company is seeking a Retirement Plan Specialist to manage and administer 401(k) plans. This fully remote position requires excellent communication skills, attention to detail, and proficiency in Microsoft Office. Responsibilities include reviewing client documents, preparing annual reports, and ensuring regulatory compliance. The ideal candidate should have a degree in business or finance and possess a proactive problem-solving attitude. Enjoy generous benefits including comprehensive health coverage and a flexible work environment.