Guidant Financial

Retirement Plan Operations Specialist

Guidant Financial

full-time

Posted on:

Location Type: Remote

Location: Arizona • Florida • United States

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Salary

💰 $49,000 per year

Job Level

SeniorLead

About the role

  • Work with clients to obtain necessary information to prepare the annual reporting
  • Review documents submitted by clients for completeness and accuracy
  • Reconcile plans with only 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 401(k) plan government filings, including the IRS Form 5500, using filing software
  • Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents
  • Share knowledge and explain complex topics simply
  • Training on concepts for a Retirement Plan Administrator I
  • Performs other duties as required

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 been seen.
  • Must pass a background check
  • Must meet work from home requirements to qualify
  • Complete continuing education based upon current certifications
Benefits
  • Ownership Matters: We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term success.
  • Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals.
  • Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!
  • Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect.
  • Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment.
  • An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.
  • Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Excel401(k) testingIRS Form 5500filing softwareadministration softwaremath skillsanalytical skills
Soft Skills
verbal communicationwritten communicationattention to detailproblem solvingcustomer serviceorganizationcollaborationself-directedinclusive workplace