Retirement Plan Operations Specialist

23 minutes ago
Full-time
Junior
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 information needed for annual reporting.
  • Review client-submitted documents for completeness and accuracy.
  • Reconcile 401(k) plans using Excel and administration software.
  • Complete 401(k) testing and reporting in administration software.
  • Make reminder calls and send emails to clients during the reporting process.
  • Prepare required government filings, including IRS Form 5500.
  • Educate clients on 401(k) plan administration and plan documents.
  • Explain complex topics clearly and support training on Retirement Plan Administrator I concepts.
  • Perform other duties as required.

Requirements

  • Must be 18 years of age.
  • Excellent verbal and written communication skills.
  • Strong attention to detail and a proactive problem-solving approach.
  • 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.
  • Designated workspace and reliable high-speed internet are required.
  • Complete continuing education based on current certifications.

Benefits

  • $23.55 per hour, equivalent to $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 and career development opportunities.
  • Supportive, inclusive culture with advancement opportunities.

Interested in this position?

Apply directly on the company website

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