Remote Retirement Plan Specialist - Impactful 401(k) Admin

Guidant Financial; Edmond (OK); Remote; USD 44,100 - 53,900; Full time

Benefits offered by this job

Comprehensive health coverage

Generous 401(k) match

3 weeks paid time off

Paid parental leave

Flexible work arrangements

Job summary

A leading financial services firm is seeking a Retirement Plan Specialist to assist clients with 401(k) plan administration and reporting. This fully remote position requires excellent communication skills, meticulous attention to detail, and a foundation in finance or business. You will work closely with clients throughout the reporting process, ensuring accuracy and compliance with regulations. Join this innovative team and contribute to empowering entrepreneurs across the nation while enjoying competitive pay and comprehensive benefits.

Qualifications

• Must be 18 years of age.
• Ability to work in an autonomous environment.
• Basic knowledge of 401(K) plan structure and IRS/DOL regulations preferred.

Responsibilities

• Work with clients to prepare annual reporting.
• Review documents submitted for completeness and accuracy.
• Prepare required 401(k) plan government filings.

Skills

Excellent verbal and written communication skills

Meticulous attention to detail

Customer service skills

Organizational skills

Math and analytical skills

Proficient in Microsoft Excel

Education

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

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

A leading financial services firm is seeking a Retirement Plan Specialist to assist clients with 401(k) plan administration and reporting. This fully remote position requires excellent communication skills, meticulous attention to detail, and a foundation in finance or business. You will work closely with clients throughout the reporting process, ensuring accuracy and compliance with regulations. Join this innovative team and contribute to empowering entrepreneurs across the nation while enjoying competitive pay and comprehensive benefits.