Guidant Financial is looking for a Retirement Plan Operations Specialist to begin a career in retirement plan administration. You will learn the full process of administering, testing, and reporting on 401(k) plans through in-depth training and practical experience, growing from document review to managing basic plans.
What You'll Do
- Work with clients to obtain necessary information for annual reporting
- Review client-submitted documents for completeness and accuracy
- Reconcile plans with rollovers and plan stock using Excel and administration software
- Utilize administration software to complete 401(k) testing and reporting
- Make outgoing reminder calls and emails to clients during the reporting process
- Prepare required government filings, including the IRS Form 5500, using filing software
- Educate clients on the administration of their 401(k) plan and related documents
- Share knowledge and explain complex topics in simple terms
- Train on core concepts for advancement to Retirement Plan Administrator I
What We're Looking For
- Must be 18 years of age
- Excellent verbal and written communication skills
- Meticulous attention to detail and proactive problem-solving approach
- Strong skills in customer service, organization, and collaboration
- Adequate math and analytical skills
- Proficiency in Microsoft Excel, Word, and Outlook
- Ability to work autonomously and be a self-directed worker
- Ability to help create an inclusive workplace where everyone feels a sense of belonging
- Must pass a background check
- Must meet work-from-home requirements
- Commitment to complete continuing education based on current certifications
Nice to Have
- Associate’s or bachelor’s degree in a related field (business, finance) or equivalent experience
- Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL Regulations
Technical Stack
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Administration software
- Filing software
Benefits & Compensation
- Salary: $49,000
- Comprehensive health coverage (with a free premium option)
- Competitive salary
- Paid parental leave
- Generous 401k match
- 3 weeks of Paid Time Off plus 11 Paid Holidays
- Flexible work-from-home arrangements with company-provided equipment
- Ongoing training and career development opportunities
- Inclusive work environment
Work Mode
This position offers flexible work-from-home arrangements. Candidates must reside in AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, or OK.
Guidant Financial is an equal opportunity employer committed to an inclusive environment.
