Guidant Financial is hiring a Retirement Plan Operations Specialist to learn and administer the full lifecycle of 401(k) plans. You will ensure accurate reporting, compliance, and client education, playing a key role in managing retirement plans for our clients.
What You'll Do
- Work with clients to gather necessary information for annual plan reporting.
- Review client-submitted documents for completeness and accuracy.
- Reconcile plans involving rollovers and plan stock using Excel and administration software.
- Utilize administration software to complete 401(k) testing and reporting.
- Make outgoing reminder calls and send emails to clients during the plan year reporting process.
- Prepare required government filings, including the IRS Form 5500, using filing software.
- Educate clients on their 401(k) plan administration and related documents.
- Share knowledge and explain complex topics in simple terms.
- Receive training on concepts for a Retirement Plan Administrator I role.
What We're Looking For
- Must be 18 years of age.
- Excellent verbal and written communication skills.
- Meticulous attention to detail and proactive approach to problem solving.
- Skills in customer service, organization, and collaboration.
- Adequate math and analytical skills.
- Proficiency in using Microsoft Excel, Word, and Outlook.
- Ability to work autonomously as a self-directed worker.
- Ability to create an inclusive workplace where everyone feels a sense of belonging.
- Must pass a background check.
- Must meet work from home requirements to qualify.
- Commitment to complete continuing education based on current certifications.
Nice to Have
- Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work 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
- Working toward becoming an ESOP company.
- 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 provided equipment.
- Ongoing training and career development opportunities.
- Award-winning culture with company events.
Work Mode
This role offers flexible work from home arrangements and is open to candidates in AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. Equipment is provided.
Guidant Financial is an equal opportunity employer.
