Financial Services Specialist: Retirement Plan Expert
hace 4 semanas
About Guidant Financial
Guidant Financial is a leading provider of innovative funding solutions for entrepreneurs and small businesses. Our mission is to empower entrepreneurs to realize their dreams and increase the number of people who succeed in small business.
The Role:
We are seeking an experienced Retirement Plan Specialist to join our team. As a key member of our team, you will be responsible for administering, testing, and reporting on 401(k) plans for our clients.
Responsibilities:
- Work with clients to obtain necessary information to prepare annual reports
- Review documents submitted by clients for completeness and accuracy
- Reconcile plans with rollovers and plan stock using Excel and administration software
- Utilize administration software to complete 401(k) testing and reporting
- Maintain open communication with clients throughout the reporting process
- Prepare required 401(k) plan government filings, including the IRS Form 5500
- Educate clients regarding the administration of their 401(k) plan and related documents
Requirements:
To be successful in this role, you must have:
- A strong background in financial services or a related field
- Excellent verbal and written communication skills
- Meticulous attention to detail and problem-solving skills
- Proficiency in Microsoft Excel, Word, and Outlook
- An associate's or bachelor's degree in a related field or equivalent work experience
- Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations
- Ability to work independently in a remote environment
What We Offer:
We offer a competitive salary of $47,840 per year, plus comprehensive benefits, including health coverage, paid parental leave, and a generous 401(k) match. You will also have the opportunity to grow your career through ongoing training and professional development opportunities.
Join Our Team:
At Guidant Financial, we value our employees and strive to create a positive and inclusive work environment. If you are a motivated and detail-oriented individual looking for a challenging and rewarding career opportunity, please apply today
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