Retirement Plan Operations Specialist

3 weeks, 2 days 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 the information needed for annual reporting.
  • Reconcile 401(k) plans using Excel and administration software.
  • Complete 401(k) testing and reporting through administration systems.
  • Make reminder calls and send emails to clients throughout the plan year 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 and participate in training for the Retirement Plan Administrator I path.

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 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

  • 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.
  • Fully remote work from a home office with company-provided equipment.
  • Ongoing training, career development opportunities, and supportive leaders.
  • Inclusive, award-winning culture with employee voice and participation.

Interested in this position?

Apply directly on the company website

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