Retirement Plan Operations Specialist

4 days, 8 hours 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

  • Work with clients to gather information needed for annual plan reporting.
  • Review client-submitted documents for completeness and accuracy.
  • Reconcile 401(k) plans 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 reporting process.
  • Prepare required 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.
  • Complete training to progress toward Retirement Plan Administrator I responsibilities.
  • Perform other duties as required.

Requirements

  • Must be 18 years of age or older.
  • 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 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.
  • Must complete continuing education based on current certifications.

Benefits

  • Fully remote work from home with all necessary equipment provided.
  • Competitive pay at $23.55 per hour, or about $49,000 annually.
  • Comprehensive health coverage, including a free premium option.
  • Paid parental leave.
  • Generous 401(k) match.
  • Three weeks of paid time off plus 11 paid holidays.
  • Ongoing training and career development opportunities.
  • Supportive leadership and a culture with internal promotion opportunities.

Interested in this position?

Apply directly on the company website

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