Retirement Plan Operations Specialist

3 weeks, 5 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 obtain information needed for annual reporting.
  • Administer basic 401(k) plans through training and practical experience.
  • Reconcile plans with rollovers and plan stock using Excel and administration software.
  • Complete 401(k) testing and reporting using administration software.
  • Make reminder calls and send emails to clients during the plan-year 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.
  • 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.
  • 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 autonomously and 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.
  • Ability to complete continuing education based on current certifications.

Benefits

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

Interested in this position?

Apply directly on the company website

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