Retirement Plan Operations Specialist

1 hour, 30 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 obtain the 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 required government filings, including IRS Form 5500, using filing software.
  • Educate clients on 401(k) plan administration and plan documents.
  • Share knowledge and explain complex topics in a simple, client-friendly 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 in 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 as a self-directed worker.
  • 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.

Benefits

  • Fully remote work from home position.
  • Hourly wage of $23.55, equivalent to an annual salary of $49,000.
  • 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 equipment provided for remote work.
  • Ongoing training, career development opportunities, and supportive leadership.

Interested in this position?

Apply directly on the company website

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