Retirement Plan Operations Specialist

1 hour, 56 minutes ago
Full-time
Entry Level
Operations
Guidant Financial

Guidant Financial

Guidant Financial specializes in providing innovative funding solutions for small business owners, including 401(k) business financing, SBA loans, and unsecured business loans, to help them start, buy, or grow their enterprises.

Diversified Financial Services
51-250
Founded 2003

Description

  • Review client-submitted documents for completeness and accuracy.
  • Work with clients to obtain the information needed for annual reporting.
  • Reconcile 401(k) plans using Excel and plan administration software.
  • Complete 401(k) testing and reporting using administration software.
  • Make reminder calls and send emails to clients during the plan-year reporting process.
  • Prepare government filings, including IRS Form 5500, using filing software.
  • Educate clients on 401(k) plan administration and plan documents.
  • Explain complex topics clearly and share knowledge with clients and team members.
  • Support training for Retirement Plan Administrator I concepts and perform other assigned duties.

Requirements

  • Must be 18 years of age.
  • Excellent verbal and written communication skills.
  • Meticulous attention to detail and a proactive approach to problem solving.
  • Strong customer service, organization, and collaboration skills.
  • Adequate math and analytical skills.
  • Proficiency with Microsoft Excel, Word, and Outlook.
  • Associate’s or bachelor’s degree in a related field such as business or finance, or equivalent work experience preferred.
  • Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations is preferred.
  • Ability to work independently in an autonomous, self-directed environment.
  • Must pass a background check.
  • Must meet work-from-home requirements, including a designated workspace and reliable high-speed internet.
  • Complete continuing education based upon current certifications.
  • Ability to help create an inclusive workplace where employees feel a sense of belonging.

Benefits

  • Fully remote work from home position.
  • Hourly wage of $23.55, equivalent to an annual salary of $49,000.
  • Comprehensive health coverage, including a free premium option.
  • Competitive 401(k) match.
  • Paid parental leave.
  • 3 weeks of paid time off plus 11 paid holidays.
  • All necessary equipment provided for home-office work.
  • Ongoing training, career development opportunities, and supportive leadership.

Interested in this position?

Apply directly on the company website

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