Retirement Plan Operations Specialist

3 days, 18 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 the information needed for annual reporting and year-end filings.
  • Review client-submitted documents for completeness and accuracy.
  • Reconcile basic 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 government filings for 401(k) plans, including IRS Form 5500, using filing software.
  • Educate clients on 401(k) plan administration and plan documents.
  • Explain complex retirement plan topics clearly and simply.
  • Support training toward Retirement Plan Administrator I responsibilities.
  • Perform other duties as assigned.

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 preferred, or equivalent work experience.
  • 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 remote work-from-home requirements, including a designated workspace and reliable high-speed internet.
  • Complete continuing education based on current certifications.

Benefits

  • $23.55 per hour, 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.
  • Fully remote work from home with equipment provided.
  • Ongoing training and career development opportunities.
  • Opportunity to work in an inclusive, award-winning culture with growth into new roles.

Interested in this position?

Apply directly on the company website

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