At a Glance
- Tasks: Support 401(k) administration remotely and help clients with annual reporting.
- Company: Join Guidant Financial, a leader in retirement plan operations.
- Benefits: Work from home, gain valuable experience, and enjoy flexible hours.
- Other info: Great opportunity to learn and grow in a supportive environment.
- Why this job: Make a difference for entrepreneurs and small businesses across the nation.
- Qualifications: Experience in document review and financial operations; Excel skills are a must.
Support 401(k) administration remotely with Guidant Financial, using document review and Excel to help clients complete annual reporting. Work from home in select US states.
As a Retirement Plan Operations Specialist, you will learn plan administration, testing, and reporting through training and practical experience.
You will review client documents, track progress, and explain year-end reporting requirements, including the annual Form 5500.
The work supports entrepreneurs and small businesses nationwide.
Key Responsibilities
- Obtain client information for annual retirement plan reporting
- Review submitted documents for completeness and accuracy
- Reconcile rollover and plan stock accounts using Excel
- Complete 401(k) testing and reporting through administration software
- Prepare IRS Form 5500 filings using filing software
Requirements
- Experience with document review and transaction processing
- One to five years of adjacent financial operations experience
- Proficiency with Microsoft Excel, Word, and Outlook
- Retirement plan operations experience preferred
- Reliable high-speed internet and designated workspace preferred
Apply your document review, Excel, and retirement plan interests to annual 401(k) reporting at Guidant Financial.
Retirement Plan Operations Specialist – Remote in Vancouver employer: Guidant Financial
Guidant Financial offers a fully remote work environment with opportunities for professional growth and development in the field of retirement plan administration. Employees can expect to engage in meaningful work that supports clients throughout the year, while benefiting from a values-driven culture. The company emphasizes progressive training and a commitment to employee ownership through its ESOP structure.
