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Retirement Plan Operations Specialist

3 months, 3 weeks ago
United States
Full-time
Entry Level
Operations Specialist
Operations
Apply Now
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
View All Jobs 16

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.
  • Prepare required government filings, including IRS Form 5500, using filing software.
  • Make reminder calls and send emails to clients during the reporting process.
  • Educate clients on 401(k) plan administration and plan documents.
  • Explain complex topics clearly and share knowledge with clients and teammates.
  • Train on concepts related to a Retirement Plan Administrator I role.
  • Perform other duties as required.

Requirements

  • Must be at least 18 years of age.
  • Excellent verbal and written communication skills.
  • Strong attention to detail and a proactive problem-solving approach.
  • 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 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.
  • Complete continuing education based on current certifications.

Benefits

  • Competitive wage of $23.55 per hour, equivalent to about $49,000 annually.
  • 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.
  • Fully remote work from home with necessary equipment provided.
  • Ongoing training, career development opportunities, and supportive leadership.
  • Opportunity to participate in an inclusive, award-winning culture and an ESOP-bound company.

Interested in this position?

Apply directly on the company website

Apply Now

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