Retirement Plan Operations Specialist
Guidant Financial · Shreveport, LA · 1 mo ago
RemoteRemoteFinance$5/hrFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate.
We need to parse the posting.
Content:
- Intro: "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. Please apply to only one location only 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."
Then "Role Summary 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. 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."
Then "What You'll Be Doing:" list bullet points:
- 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
Then "Extra Tasks" list:
- Share knowledge and explain complex topics simply
- Training on concepts for a Retirement Plan Administrator I
- Performs other duties as required
Then "Requirements" list:
- Experience with document review and transaction processing as daily job responsibilities
- 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
- 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
- Experience with reconciliation as a daily job responsibility 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
Then "Additional Requirements 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 is preferredReliable high-speed internet to ensure seamless communication and collaboration is preferred"
Then "Benefits" list:
- 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), 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
Then repeated intro again and then "The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000"
We need to produce sections: maybe About the role (role summary), Responsibilities (What You'll Be Doing + Extra Tasks), Requirements (Requirements + Additional Requirements?), Qualifications maybe same as Requirements? But we need to avoid duplication. The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should include only those with real content.
We have content for About the role (role summary). Responsibilities (What You'll Be Doing + Extra Tasks). Requirements (Requirements + Additional Requirements). Qualifications maybe could be same as Requirements but we can combine? Might be better to have Requirements and Qualifications separate if distinct. The posting lumps experience, education, etc. Could treat Requirements as experience/skills, Qualifications as education/preferred? But we can just put Requirements and Qualifications combined? However instruction says prefer a few substantive sections over many thin ones. So we could have About the role, Responsibilities, Requirements, Benefits, Pay. Possibly also Skills? The posting includes proficiency in Excel etc. Could be under Skills. But we can include Skills as separate if we have content. Let's extract skills: Proficiency in Microsoft Excel, Word, Outlook; experience with reconciliation; knowledge of 401(k) plan structure, ROBS, IRS/DOL regulations. Could be Skills.
Qualifications could be education: Associate's or bachelor's degree in related field or equivalent work experience.
We'll create sections:
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate.
We need to parse the posting.
Content:
- Intro: "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. Please apply to only one location only 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."
Then "Role Summary 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. 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."
Then "What You'll Be Doing:" list bullet points:
- 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
Then "Extra Tasks" list:
- Share knowledge and explain complex topics simply
- Training on concepts for a Retirement Plan Administrator I
- Performs other duties as required
Then "Requirements" list:
- Experience with document review and transaction processing as daily job responsibilities
- 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
- 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
- Experience with reconciliation as a daily job responsibility 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
Then "Additional Requirements 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 is preferredReliable high-speed internet to ensure seamless communication and collaboration is preferred"
Then "Benefits" list:
- 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), 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
Then repeated intro again and then "The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000"
We need to produce sections: maybe About the role (role summary), Responsibilities (What You'll Be Doing + Extra Tasks), Requirements (Requirements + Additional Requirements?), Qualifications maybe same as Requirements? But we need to avoid duplication. The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should include only those with real content.
We have content for About the role (role summary). Responsibilities (What You'll Be Doing + Extra Tasks). Requirements (Requirements + Additional Requirements). Qualifications maybe could be same as Requirements but we can combine? Might be better to have Requirements and Qualifications separate if distinct. The posting lumps experience, education, etc. Could treat Requirements as experience/skills, Qualifications as education/preferred? But we can just put Requirements and Qualifications combined? However instruction says prefer a few substantive sections over many thin ones. So we could have About the role, Responsibilities, Requirements, Benefits, Pay. Possibly also Skills? The posting includes proficiency in Excel etc. Could be under Skills. But we can include Skills as separate if we have content. Let's extract skills: Proficiency in Microsoft Excel, Word, Outlook; experience with reconciliation; knowledge of 401(k) plan structure, ROBS, IRS/DOL regulations. Could be Skills.
Qualifications could be education: Associate's or bachelor's degree in related field or equivalent work experience.
We'll create sections:
About the role
... role summary ...
Responsibilities
- ... list items ...
Requirements
- ... experience items ...
Qualifications
- ... education/degree ...
Skills
- ... proficiency items ...
Benefits
- ... benefits items ...
Pay
The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000
Schedule: not mentioned, so omit. We must not include filler like "commensurate with experience". Not present. We must remove duplicated lines: The intro appears twice; we should include only once. We need to preserve all substantive info. Let's craft. About the role paragraph: combine role summary and maybe intro about company? The instruction: About the role section likely for role summary. We'll include the role summary paragraph. We might also include some company overview? Not required but could be part of About the role. But we must not invent. The intro includes company mission etc. Could be part of About the role. However the role summary is specific. We'll include both? Might be too much but okay. Better: About the role includes the role summary paragraph only. The company overview could be omitted? But it's substantive info about company. Could be placed in About the role as well. However the instruction says About the role heading for section headings (e.g. About the role, Responsibilities...). It doesn't forbid adding extra description. We'll include a brief paragraph about Guidant Financial from the intro (the part about 23 years, $5B funding, etc.) as part of About the role. Let's extract that: "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." That's a lot but it's substantive. We'll include that in About the role. Now Responsibilities: combine What You'll Be Doing and Extra Tasks. List items: - 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 Now Requirements: list items from Requirements section (excluding preferred? but we keep all). Items: - Experience with document review and transaction processing as daily job responsibilities - 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