Retirement Plan Operations Specialist

1 week, 2 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

  • Collect information from clients to prepare annual reporting and filings.
  • Review client-submitted documents for completeness and accuracy.
  • Reconcile simple 401(k) plans using Excel and administration software.
  • Run 401(k) testing and reporting in administration systems.
  • Send reminder calls and emails to clients during the reporting process.
  • Prepare government filings, including IRS Form 5500, using filing software.
  • Educate clients on 401(k) plan administration and plan documents.
  • Explain complex retirement plan topics in a simple way.
  • 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 in Microsoft Excel, Word, and Outlook.
  • Associate’s or bachelor’s degree in a related field (business, finance, etc.) 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 $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.
  • Ongoing training and career development opportunities.
  • Necessary home office equipment provided.

Interested in this position?

Apply directly on the company website

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