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. As a fully remote position, you will work with clients to obtain necessary information to prepare the annual reporting, review documents submitted by clients, and reconcile plans with only rollovers and plan stock. The position requires a strong work ethic, excellent verbal and written communication skills, and proficiency in using Microsoft Excel, Word, and Outlook. Guidant Financial has a reputation for empowering entrepreneurs and enhancing the growth of small businesses, and this role offers a chance to make a meaningful impact on their success and your own career path.

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
• Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations
• 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 been seen.

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