Retirement Plan Operations Specialist

3 weeks, 3 days 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 obtain the information needed to prepare 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 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 clearly.
  • Support training for Retirement Plan Administrator I concepts.
  • Perform other duties as required.

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 are required.
  • Adequate math and analytical skills are required.
  • Proficiency with Microsoft Excel, Word, and Outlook is required.
  • Associate’s or bachelor’s degree in a related field, or equivalent work experience, is preferred.
  • Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations is 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

  • $23.55 per hour, equivalent to $49,000 annually.
  • Comprehensive health coverage with 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 toward an ESOP company structure.

Interested in this position?

Apply directly on the company website

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