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Retirement Plan Specialist

Company: Guidant Financial
Location: Charlotte
Posted on: November 22, 2021

Job Description:

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA

Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company? We have a bold vision of increasing the number of people who succeed in small business. To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy. We're doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs - we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.

Our Values

Passion: You champion our mission and think like an entrepreneur.

Adaptability: Change isn't scary. You embrace opportunities to adapt and bring others along.

Community: Connection is important. You lift others up because when they grow you grow.

Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.

Diversity: You encourage diversity, equity and inclusion. You help empower our community and foster an environment that encourages different perspectives and values each team member's individual experiences.

The Role

This position is 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, the Retirement Plan Specialist 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 client understand the year end reporting documents necessary to complete government filings, including the annual 5500 return.

Essential Functions
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) government filings
Educate clients regarding the administration of their 401(k) plan

Additional Functions
Establish priorities based on workload and client need
Training on concepts for a Retirement Plan Administrator I
Contributing to department and team projects
Performs other duties as required

Requirements

Job Specifications
Associate's or Bachelor's degree in a related field (business, finance, etc.) preferred or equivalent work experience
Must be 18 years of age
Solid customer service background
Adequate math and analytical skills
Proficiency in using Microsoft Excel, Word, and Outlook
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.

Other Requirements
Must pass a background check
Must meet work from home requirements to qualify
Complete continuing education based upon current certifications

Work Environment and Physical Demands
Duties are primarily performed in an office environment and require sufficient personal mobility and physical capability to permit employee to function in this environment
Requires sitting at a desk for up to 8 hours and ability to lift up to twenty (20) pounds;

Benefits
Our People are Key to Success: Work with a team of smart, creative, fun and highly motivated people
When You Grow, We Grow: Continue to learn with ongoing training, career pathing, and supportive leaders. In just six months of 2021, we have already promoted 28% of our organization!
Wellness: Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, and paid parental leave and a generous 401k match. Be able to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays.
Flexible Work Arrangements: Work from the enjoyment of your home office. We work with entrepreneurs every day; we want you to have autonomy within your work structure with company provided equipment.
Awesome Culture: Be part of Guidant's award-winning culture and have the experience to connect through coffee with senior leaders or hit a home run being part of our company sporting events.
Empowering Equity and Inclusion: Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported.

Keywords: Guidant Financial, Charlotte , Retirement Plan Specialist, Other , Charlotte, North Carolina

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