Retirement Plan Operations Specialist

🕒 4 dias atrás

🌵 Arizona, Florida, +12 estados a mais – Remoto

🌵 Arizona – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌪️ Kansas – Remote ⚜️ Louisiana – Remote 🌾 Nebraska – Remote 🌲 North Carolina – Remote 🌪️ Oklahoma – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🏰 Missouri – Remote 🤠 Texas – Remote ⛷️ Utah – Remote ⚔️ Virginia – Remote

💵 $23 / hora

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

⚙️ Operações

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Guidant Financial

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2003

💸 Finanças

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

A Guidant Financial é uma empresa especializada em oferecer soluções de financiamento para pequenas empresas e franquias. Eles oferecem uma variedade de opções de financiamento, incluindo financiamento empresarial 401(k), empréstimos SBA para pequenas empresas, financiamento para franquias, empréstimos sem garantia, empréstimos com base em portfólio e leasing de equipamentos. A empresa é dedicada a ajudar empreendedores a iniciarem e expandirem seus negócios, oferecendo soluções de financiamento personalizadas de acordo com as necessidades individuais de cada negócio. Com foco em transparência e educação, a Guidant Financial fornece recursos como avaliações de negócios, avaliações certificadas, e um centro de aprendizagem com guias, calculadoras e outros materiais educacionais. Seu compromisso em apoiar mais de 25. 000 empresas destaca sua expertise e dedicação em promover o sucesso empreendedor.

Descrição

• 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

🎯 Requisitos

• 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

🏖️ Benefícios

• 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.