Remote Retirement Plan Specialist | Grow Your Impact

Guidant Financial; Saginaw (MI); Remote; USD 44,100 - 53,900; Full time

Benefits offered by this job

Comprehensive health coverage

401k match

Paid parental leave

3 weeks paid time off

Flexible work arrangements

Job summary

A finance company is seeking a Retirement Plan Specialist to work fully remote. In this role, you will support clients on 401(k) plan administration. Responsibilities include reviewing documentation, completing annual reports, and educating clients on plans. Candidates should possess strong communication skills, a related degree or equivalent work experience, and proficiency in Microsoft Office. The position offers comprehensive benefits, a competitive hourly wage of $23.55, and opportunities for career development.

Qualifications

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

Responsibilities

• Work with clients to obtain information for reports.
• Review documents submitted by clients for completeness.
• Prepare required government filings for 401(k) plans.

Skills

Excellent verbal and written communication skills

Meticulous attention to detail

Customer service skills

Proficiency in Microsoft Excel

Math and analytical skills

Education

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

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

A finance company is seeking a Retirement Plan Specialist to work fully remote. In this role, you will support clients on 401(k) plan administration. Responsibilities include reviewing documentation, completing annual reports, and educating clients on plans. Candidates should possess strong communication skills, a related degree or equivalent work experience, and proficiency in Microsoft Office. The position offers comprehensive benefits, a competitive hourly wage of $23.55, and opportunities for career development.