Retirement Plan Operations Specialist

As a Retirement Plan Operations Specialist at Guidant Financial, you will work from home and assist entrepreneurs nationwide in achieving their dreams of launching their own businesses. You will review documents submitted by clients, reconcile plans, and prepare 401(k) plan government filings. You will also educate clients regarding the administration of their 401(k) plan and 401(k) plan documents.

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