Retirement Plan Operations Specialist
Guidant Financial - Lake Charles, LA
Hiring: Retirement Plan Operations Specialist Company: Guidant Financial Location: Lake Charles, LA Job Posted Time: 2026-09-16 15:40:33 Employment Type: Remote Target Skills & Keywords : Microsoft Excel About the job Experience: •1 to 5 years of adjacent back-office financial operations experience in one or more of the following areas: benefits administration, money movement and wires, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance or quality-control support •5 years of adjacent back-office financial operations experience in one or more of the following areas: benefits administration, money movement and wires, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance or quality-control support Required Skills: •As a Retirement Plan Operations 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. Qualifications: •Proficiency in using Microsoft Excel, Word, and Outlook •Direct retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting, is preferred •Associate's or bachelor's degree in a related field such as business or finance, or equivalent work experience, is preferred •Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations is preferred •A designated workspace (such as a home office) where you can concentrate and be productive is preferred •Reliable high-speed internet to ensure seamless communication and collaboration is preferred Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!