Retirement Plan Operations Specialist
$49k/y
Guidant Financiala day ago
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RemoteFull-timeEntry
Summary
Guidant Financial is seeking a Retirement Plan Operations Specialist to join their fully remote team. The role involves administering, testing, and reporting on 401(k) plans while providing support to clients.
About the Role
As a Retirement Plan Operations Specialist, you will learn the full process of administering 401(k) plans, including document review, client communication, and government filing preparation. Your responsibilities will include obtaining necessary information from clients, reviewing submitted documents for accuracy, reconciling plans, and educating clients about their 401(k) plans.
About You
Required:
- Must be 18 years of age.
- Excellent verbal and written communication skills.
- Meticulous attention to detail and proactive problem-solving skills.
- Skills in customer service, organization, and collaboration.
- Adequate math and analytical skills.
- Proficiency in using Microsoft Excel, Word, and Outlook.
Preferred:
- 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 as a self-directed worker.
- Ability to create an inclusive workplace.
Benefits
- Ownership Matters: Working toward becoming an ESOP company.
- Ongoing training and career development opportunities.
- Comprehensive health coverage with a free premium option.
- Paid parental leave and a generous 401k match.
- 3 weeks of Paid Time Off plus 11 Paid Holidays.
- Flexible work arrangements from home.
- An inclusive work environment that values employee voices.
Guidant Financial
Guidant Financial helps individuals secure small business funding to start, buy or grow a business. An industry leader in innovative business and franchise funding, we work with new and existing business owners to educate them on their options and create customized funding solutions. Our full suite of funding options include 401(k) business financing, SBA small business loans and unsecured business loans, as well as growth capital and other business services. Visit Guidant on the web at guidantfinancial.com.
Huntersville, NC