Retirement Plan Operations Specialist

1 hour, 51 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 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, 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 teammates.
  • Continue training toward Retirement Plan Administrator I concepts and related tasks.
  • Perform other duties as required.

Requirements

  • Must be 18 years of age.
  • Strong verbal and written communication skills.
  • Meticulous attention to detail and a proactive approach to problem solving.
  • Experience 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 business, finance, or a related field preferred, or equivalent work experience.
  • 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.
  • Ability to complete continuing education based on current certifications.

Benefits

  • Hourly pay of $23.55, equivalent to an annual salary of $49,000.
  • Fully remote work from home.
  • Comprehensive health coverage, including a free premium option.
  • Generous 401(k) match.
  • Paid parental leave.
  • 3 weeks of paid time off plus 11 paid holidays.
  • Provided equipment for remote work.
  • Ongoing training and career development opportunities.

Interested in this position?

Apply directly on the company website

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