Retirement Plan Operations Specialist

This is a fantastic opportunity to work from the comfort of your own home as a Retirement Plan Operations Specialist for Guidant Financial, a reputable and thriving company. As a fully remote position, you will work with clients to prepare annual reporting, review documents, and reconcile plans. You will also educate clients regarding the administration of their 401(k) plan and prepare required government filings.

Requirements

• 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
• 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 is preferred
• Ability to work in an autonomous environment where you can be a self-directed worker
• Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen
• Must pass a background check
• Must meet work from home requirements to qualify
• Complete continuing education based upon current certifications

Benefits

• 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