Remote Retirement Plan Specialist | Grow Your Impact

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

Benefits offered by this job

Comprehensive health coverage

Generous paid time off

401(k) match

Flexible work arrangements

Ongoing training and career development opportunities

Job summary

A leading financial services firm seeks a Retirement Plan Specialist to work remotely and administer 401(k) plans. This role involves reviewing client documents, ensuring compliance, and supporting clients through the reporting process. Candidates should possess strong communication skills, attention to detail, and a background in business or finance. Competitive salary of $49,000 per year with annual benefits, including health coverage and generous paid time off. ready to make a meaningful impact while assisting entrepreneurs in launching their businesses.

Qualifications

• Must be 18 years of age.
• Excellent verbal and written communication skills.
• Meticulous attention to detail and proactive problem-solving skills.
• Skills in customer service, organization, and collaboration.
• Adequate math and analytical skills.

Responsibilities

• Work with clients to obtain necessary information for annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Prepare required 401(k) plan government filings.
• Educate clients regarding their 401(k) plan administration.

Skills

Excellent verbal communication

Attention to detail

Problem-solving

Customer service

Analytical skills

Proficiency in Microsoft Excel

Proficiency in Microsoft Word

Proficiency in Microsoft Outlook

Education

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

Job description

A leading financial services firm seeks a Retirement Plan Specialist to work remotely and administer 401(k) plans. This role involves reviewing client documents, ensuring compliance, and supporting clients through the reporting process. Candidates should possess strong communication skills, attention to detail, and a background in business or finance. Competitive salary of $49,000 per year with annual benefits, including health coverage and generous paid time off. ready to make a meaningful impact while assisting entrepreneurs in launching their businesses.