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Guidant Financial

Guidant Financial jobs

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Review client documents, reconcile 401(k) plans, complete compliance testing and annual reporting, and prepare government filings while keeping clients informed and helping them understand plan administration.

Document ReviewTransaction ProcessingMicrosoft ExcelMicrosoft Word

Reviews client documents, reconciles retirement plans, and uses administration and filing software to complete 401(k) testing, year-end reporting, and government filings while keeping clients informed.

Document ReviewTransaction ProcessingMicrosoft ExcelMicrosoft Word

Administer and report on 401(k) plans by reviewing client documents, completing testing and reconciliations, preparing annual government filings, and keeping clients informed throughout the process.

401(k) Plan AdministrationRetirement Plan ReportingDocument ReviewTransaction Processing

Reviews client documents, reconciles 401(k) plans, and prepares plan testing, year-end reporting, and government filings while keeping clients informed and helping them understand their retirement plan requirements.

Document ReviewTransaction ProcessingMicrosoft ExcelMicrosoft Word

Review client documents, reconcile 401(k) plan data, complete plan testing and annual reporting, and prepare government filings while keeping clients informed and helping them understand plan administration.

Document ReviewTransaction ProcessingMicrosoft ExcelMicrosoft Word

Review client documents, reconcile 401(k) plans, complete testing and annual reporting, and prepare government filings while keeping clients informed and helping them understand plan administration.

Document ReviewTransaction Processing401(k) AdministrationPlan Reconciliation

Review client documents, reconcile 401(k) plans, complete plan testing and year-end reporting, and prepare government filings while keeping clients informed and helping them understand plan administration.

Document ReviewTransaction ProcessingMicrosoft ExcelMicrosoft Word

Reviews client documents, reconciles retirement plans, and prepares 401(k) testing, year-end reporting, and government filings while keeping clients informed and helping them understand plan administration.

Document ReviewTransaction ProcessingBack-office Financial OperationsMicrosoft Excel

Reviews client documents, supports 401(k) plan administration and reconciliation, completes compliance testing and annual reporting, and guides clients through the information and filings needed for year-end reporting.

Document ReviewTransaction ProcessingMicrosoft ExcelMicrosoft Word

Administer and report on 401(k) plans by reviewing client documents, completing reconciliations and compliance testing, preparing annual government filings, and guiding clients through year-end reporting.

Document ReviewTransaction ProcessingMicrosoft ExcelMicrosoft Word

Administer and report on 401(k) plans by reviewing client documents, completing testing and reconciliations, preparing annual filings, and keeping clients informed throughout the reporting process.

Document ReviewTransaction Processing401(k) Plan AdministrationRetirement Plan Reporting

Review client documents, reconcile 401(k) plans, complete plan testing and annual reporting, and prepare government filings while keeping clients informed and helping them understand their plan requirements.

Document ReviewTransaction ProcessingMicrosoft ExcelMicrosoft Word

Administer and report on 401(k) plans by reviewing client documents, completing reconciliations and compliance testing, preparing annual filings, and keeping clients informed throughout the reporting process.

Document ReviewTransaction ProcessingMicrosoft ExcelMicrosoft Word

Administer and report on 401(k) plans by reviewing client documents, gathering information, completing testing and reconciliations, preparing Form 5500 filings, and guiding clients through year-end reporting.

Document ReviewTransaction ProcessingMicrosoft ExcelMicrosoft Word

Reviews client documents, administers and reconciles 401(k) plans, completes compliance testing and annual reporting, and guides clients through year-end filings, including IRS Form 5500.

Document ReviewTransaction ProcessingBack-office Financial OperationsMicrosoft Excel

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