Retirement Plan Operations Specialist

2 hours ago
Full-time
Entry Level
Customer and Technical Support
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 401(k) plans using Excel and administration software.
  • Complete 401(k) testing and reporting using administration software.
  • Make reminder calls and send emails to clients during the reporting process.
  • Prepare government filings for 401(k) plans, including IRS Form 5500.
  • Educate clients on 401(k) plan administration and plan documents.
  • Explain complex topics clearly and share knowledge with clients and teammates.
  • Perform additional 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.
  • 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 preferred.
  • Ability to work autonomously and be self-directed.
  • Must pass a background check.
  • Must meet work-from-home requirements, including a designated workspace and reliable high-speed internet.
  • Ability to complete continuing education based on current certifications.
  • Ability to create an inclusive workplace where all employees feel a sense of belonging.

Benefits

  • $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.
  • Fully remote work from home with provided equipment.
  • Ongoing training and career development opportunities.
  • Opportunity to work in an inclusive, award-winning culture with growth and promotion opportunities.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Coach Community & Customer Advisor

Sama 11-50 Diversified Consumer Services

Sama is hiring a remote Coach Community & Customer Advisor to support its global coach community and advise clients on learning and development programs that help expand the company’s coaching platform and growth offerings.

15 minutes ago

Customer Success AI Insights Intern

Actian 251-1K IT Services

Actian is seeking a US-remote Customer Success AI Insights Intern to build an AI-driven feedback intelligence project that synthesizes customer and support conversations into strategic product insights.

LLM Machine Learning NLP
30 minutes ago

Client Operations Specialist (1770035824-T1-PH-S1) - Remote PH

A boutique wealth management firm is hiring a remote client service and operations specialist to support advisors with account administration, custodial processes, and high-touch client service.

30 minutes ago

Client and Operations Support Specialist

Civitech 11-50 Internet Software & Services

Civitech is seeking a temporary Client and Operations Support Specialist to support its mail program by managing client communication, organizing campaign information, and assisting with daily operational work in a remote-first public benefit corporation focused on civic participation.

1 hour ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers