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Retirement Plan Operations Specialist

2 weeks, 2 days 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

  • Work with clients to gather the information needed for annual reporting.
  • Review client-submitted documents for completeness and accuracy.
  • Reconcile plans with rollovers and plan stock 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 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 topics in a simple way.
  • Support training and development for Retirement Plan Administrator I concepts.
  • Perform other assigned duties as needed.

Requirements

  • Must be at least 18 years old.
  • Excellent verbal and written communication skills.
  • Strong 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.
  • Willingness to complete continuing education based on current certifications.

Benefits

  • $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 equipment provided.
  • Ongoing training and career development opportunities.
  • Opportunity to join a company moving toward ESOP ownership.

Interested in this position?

Apply directly on the company website

Apply Now

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