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Resilience: The ability to keep going in the face of challenges, especially when dealing with complex retirement plan topics, is crucial. As an Account Representative I at Guidant Financial, your primary focus will be providing unwavering support to small business owners who utilize our 401(k) plan administration services.
$21 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Role Summary As an Account Representative I at Guidant Financial, your primary focus will be providing unwavering support to small business owners who utilize our 401(k) plan administration services.
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Extra Tasks Providing support to clients and team members regarding complex retirement plan matters, including terminations. We have a keen interest in candidates who possess a basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL regulations.
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For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Ensuring seamless collaboration with team members, including Plan Administrators and Quality Assurance Specialists, is crucial to ensuring the prompt completion of tasks such as 5500 filings, distribution requests, loan requests, and other necessary documentation.
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Providing support to clients and team members regarding complex retirement plan matters, including terminations. At Guidant Financial, we are on a mission to empower entrepreneurs and increase the number of people who succeed in small business.
$43,680 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Demonstrate a deep understanding of retirement plans, with a specific emphasis on 401(k) Plans. Open-mindedness: Being open to new ideas and having a willingness to learn about topics like retirement plans is important to us.
$43,680 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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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. We are excited to offer a fully remote position with a reputable and thriving company.
$43,680 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago
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