Retirement Plan Specialist

Guidant Financial; Durham (NC); Remote; USD 48,000; Full time

Job summary

This innovative firm offers a fantastic opportunity for a Retirement Plan Specialist to work remotely, helping entrepreneurs achieve their dreams. As part of a mission-driven team, you'll engage in the administration of 401(k) plans, ensuring accuracy and compliance while providing exceptional client service. With a strong emphasis on adaptability, connection, and excellence, you'll thrive in a supportive environment that values continuous learning and growth. Enjoy a competitive salary, comprehensive benefits, and a culture that empowers every voice. If you're ready to make a meaningful impact in the world of finance, this role is perfect for you.

Benefits

Comprehensive Health Coverage

Paid Parental Leave

401k Match

3 Weeks Paid Time Off

11 Paid Holidays

Ongoing Training and Development

Flexible Work Arrangements

Company Sporting Events

Qualifications

• Must be 18 years old with excellent communication skills.
• Detail-oriented with proficiency in Microsoft Office tools.

Responsibilities

• Assist clients with annual reporting and document review.
• Prepare government filings and educate clients on 401(k) plans.

Skills

Verbal Communication

Written Communication

Customer Service

Organization

Collaboration

Analytical Skills

Attention to Detail

Education

Associate's Degree in Business or Finance

Bachelor's Degree in Business or Finance

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Filing Software

Job description

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This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO.

The wage for this position is $23 per hour, equivalent to an annual salary of $47,840.

Does the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you?

For the last 21 years, Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career.

Our Values:

• Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way.
• Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself.
• Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better.

Role Summary:

As a Retirement Plan Specialist at Guidant Financial, you will take the first step down the path of learning the full process of what it takes to administer, test, and report on 401(k) plans. Through accelerated learning, in-depth training, and practical experience, you will quickly grow from document review to administering basic plans. You'll review documents submitted by our clients, proactively keep clients updated on progress, and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return.

What You'll Be Doing:

• Work with clients to obtain necessary information to prepare the annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Reconcile plans with only rollovers and plan stock using Excel and administration software.
• Utilize administration software to complete 401(k) testing and reporting.
• Make outgoing reminder calls and send emails to clients during the plan year reporting process.
• Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software.
• Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents.

Extra Tasks:

• Share knowledge and explain complex topics simply.
• Training on concepts for a Retirement Plan Administrator I.
• Perform other duties as required.

Requirements:

• Must be 18 years of age.
• Excellent verbal and written communication skills.
• Meticulous attention to detail and proactive approach to problem solving.
• Skills in customer service, organization, and collaboration.
• Adequate math and analytical skills.
• Proficiency in using Microsoft Excel, Word, and Outlook.
• Associate's or bachelor's degree in a related field (business, finance, etc.) or equivalent work experience preferred.
• Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred.
• Ability to work in an autonomous environment where you can be a self-directed worker.
• Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen.

Additional Requirements:

• Must pass a background check.
• Must meet work from home requirements to qualify.
• Complete continuing education based upon current certifications.

For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of:

• A designated workspace (such as a home office) where you can concentrate and be productive.
• Reliable high-speed internet to ensure seamless communication and collaboration.

Benefits:

• Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals.
• Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!
• Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect.
• Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment.
• An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.
• Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.

Seniority level: Entry level

Employment type: Full-time

Job function: Finance and Sales

Industries: IT Services and IT Consulting