Retirement Plan Operations Specialist

4 weeks, 1 day 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 plan administration.
  • Review client-submitted documents for completeness and accuracy.
  • Use Excel and administration software to reconcile plans with rollovers and plan stock.
  • Complete 401(k) testing and reporting using administration software.
  • Make reminder calls and send emails to clients during the year-end 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 retirement plan topics in a simple way.
  • Support training and development for Retirement Plan Administrator I concepts.
  • 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, 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

  • 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.
  • 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.
  • Provided work equipment for the home office.

Interested in this position?

Apply directly on the company website

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