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- Tasks: Assist entrepreneurs with 401(k) plans and help them achieve their business dreams.
- Company: Join Guidant Financial, a thriving remote company empowering small businesses.
- Benefits: Enjoy competitive pay, health coverage, flexible work, and generous time off.
- Why this job: Make a real impact on entrepreneurs while growing your career in a supportive environment.
- Qualifications: Strong communication skills, attention to detail, and a passion for helping others.
- Other info: Be part of an award-winning culture focused on equity, inclusion, and continuous growth.
The predicted salary is between 39000 - 49000 ÂŁ per year.
This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.
The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000. Please apply to only one location per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position.
Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses? For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy.
We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path. At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem‑solving, and diligent follow‑through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long‑term prosperity.
Our Values
- Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way.
- Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself.
- Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better.
Role Summary
As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in‑depth training and practical experience, you will quickly grow from document review to administering basic plans. You'll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year‑end reporting documents necessary to complete government filings, including the annual 5500 return.
What You'll Be Doing
- 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
Extra Tasks
- 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 be seen
Additional Requirements
- Must pass a background check
- Must meet work from home requirements to qualify
- Complete continuing education based upon current certifications
For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of:
- A designated workspace (such as a home office) where you can concentrate and be productive
- Reliable high‑speed internet to ensure seamless communication and collaboration
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
Retirement Plan Operations Specialist in Cornholme employer: Guidant Financial
Contact Detail:
Guidant Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Retirement Plan Operations Specialist in Cornholme
✨Tip Number 1
Network like a pro! Reach out to people in your field on LinkedIn or through mutual connections. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Knowing their values, like adaptability and connection, will help you show you're a perfect fit!
✨Tip Number 3
Practice common interview questions with a friend or in front of a mirror. The more comfortable you are, the better you'll come across during the real deal.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step.
We think you need these skills to ace Retirement Plan Operations Specialist in Cornholme
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Retirement Plan Operations Specialist role. Highlight your relevant experience and skills that align with what we’re looking for, like attention to detail and customer service.
Show Your Enthusiasm: Let your passion shine through in your application! We love seeing candidates who are excited about helping entrepreneurs and making a difference. Share why this role at Guidant Financial excites you.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon. We appreciate well-structured applications that get straight to the point while showcasing your qualifications.
Apply Through Our Website: Don’t forget to submit your application through our official website! It’s the best way to ensure your application gets seen by the right people. Plus, it helps us keep everything organised.
How to prepare for a job interview at Guidant Financial
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of 401(k) plans and relevant regulations. Familiarise yourself with terms like ROBS and IRS/DOL regulations. This will not only show your interest in the role but also demonstrate your commitment to understanding the industry.
✨Showcase Your Communication Skills
As a Retirement Plan Operations Specialist, you'll need excellent verbal and written communication skills. Practice explaining complex topics simply, as you might have to do this during the interview. Consider using examples from past experiences where you successfully communicated with clients or colleagues.
✨Demonstrate Attention to Detail
Given the meticulous nature of the job, be prepared to discuss how you ensure accuracy in your work. Bring examples of how you've handled detailed tasks in the past, whether it was through document review or data reconciliation. Highlighting your proactive approach to problem-solving will also impress the interviewers.
✨Prepare for Remote Work Questions
Since this is a fully remote position, expect questions about your home office setup and how you manage your time. Be ready to discuss your designated workspace and how you stay productive while working autonomously. Showing that you can thrive in a remote environment will be key to your success.
