Retirement Plan Operations Specialist

2 hours, 4 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 gather information needed for annual reporting.
  • Reconcile plans with only rollovers and plan stock using Excel and administration software.
  • Use administration software to complete 401(k) testing and reporting.
  • Make reminder calls and send emails to clients during the plan-year reporting process.
  • Prepare government filings for 401(k) plans, including IRS Form 5500, using filing software.
  • Educate clients on 401(k) plan administration and plan documents.
  • Explain complex topics in a clear and simple way.
  • Complete 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 a proactive approach to problem solving.
  • Skills in customer service, organization, and collaboration.
  • 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 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 create an inclusive workplace where everyone feels a sense of belonging.

Benefits

  • Fully remote work from home position.
  • Competitive wage of $23.55 per hour, equivalent to $49,000 annually.
  • Comprehensive health coverage, including a free premium option.
  • Paid parental leave.
  • Generous 401(k) match.
  • 3 weeks of paid time off plus 11 paid holidays.
  • All necessary work equipment provided.
  • Ongoing training, career development opportunities, and supportive leadership.
  • Opportunity to join a company working toward ESOP ownership and shared accountability.

Interested in this position?

Apply directly on the company website

Apply Now

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