Guidant Financial

Guidant Financial is a supportive company dedicated to helping aspiring entrepreneurs achieve business ownership. With a focus on adaptability, connection, and excellence (ACE core values), they offer expert guidance through the business financing process. The company promotes a positive work culture, flexible arrangements, and career advancement opportunities.

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🏢 EMC_Careers

🏢 Remote

👥 1001-5000💰 $300,000,000 Series C almost 3 years ago🫂 Last layoff over 2 years agoHuman Resources Services

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Jobs at this company:

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🔥 Retirement Plan Operations Specialist

Posted 5 days ago

📍 AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO

🧭 Full-Time

💸 47840.0 USD per year

🔍 Finance

🔧 Requirements

Must be 18 years of age
Excellent verbal and written communication skills
Meticulous attention to detail and proactive approach to problem solving
Skills in customer service, organization, and collaboration
Adequate math and analytical skills
Proficiency in using Microsoft Excel, Word, and Outlook
Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred
Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred
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.
Must pass a background check
Must meet work from home requirements to qualify
Complete continuing education based upon current certifications

💡 Responsibilities

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

Excel VBAREST APICommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingCustomer serviceAccountingAttention to detailOrganizational skillsReportingJSONData entryFinancial analysisFinance

Posted 5 days ago

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🔥 Client Experience Supervisor

Posted 13 days ago

📍 AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO

💸 65000.0 - 70000.0 USD per year

🔧 Requirements

Minimum of 3 years of experience in customer service or client relations, including at least 1 year in a supervisory or leadership capacity.
Proficient in Microsoft Outlook, Word, PowerPoint, Teams, and Excel.
A Bachelor’s degree in business, finance, or a related field is preferred, or equivalent experience will be considered.
Excellent grasp of 401(k) Plan Structure, ROBS, and IRS/DOL Regulations is a plus.
Demonstrates outstanding punctuality and reliability for all scheduled calls, meetings, and engagements.
Thrives in an autonomous environment and excels as a self-directed, independent worker.
Fosters an inclusive workplace culture where everyone feels valued and empowered to speak up, ask questions, and be recognized.

💡 Responsibilities

Inspire and guide the team to achieve departmental goals and deliverables.
Supervise daily operations to guarantee that customer inquiries are handled swiftly and accurately, while upholding a high standard of customer satisfaction.
Act as the primary point of escalation for complex customer concerns, offering effective solutions and strengthening positive relationships with clients.
Proactively engage clients to discuss NPS and conduct general surveys, gathering valuable feedback for actionable insights.
Lead team training and development initiatives, ensuring that the team stays well-informed about 401(k) plan regulations, products, and services.
Formulate and execute strategies to enhance client engagement and foster retention.
Collaborate with cross-functional teams to improve the customer journey and drive process enhancements.
Analyze team performance data, compile reports for management, and implement strategies aimed at optimizing outcomes.
Ensure adherence to company policies and regulatory standards pertaining to 401(k) administration and customer service.
Embrace and efficiently learn new systems and software essential for your role
Work collaboratively with cross-functional teams to drive operational enhancements and boost efficiency
Engage in recruiting, interviewing, and onboarding new team members
Act as a representative of the Customer Experience team during company meetings and client presentations, as necessary
Spot and capitalize on opportunities for ongoing improvement and innovation in our service delivery
Carry out additional duties as assigned

LeadershipPeople ManagementCommunication SkillsCollaborationMicrosoft ExcelProblem SolvingCustomer serviceRESTful APIsNegotiationOrganizational skillsTime ManagementComplianceInterpersonal skillsAdaptabilityAccount ManagementTeamworkReportingTrainingClient relationship managementProcess improvementFinancial analysisCustomer Success

Posted 13 days ago

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🔥 Payroll Tax Specialist

Posted 18 days ago

📍 AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO

💸 47840.0 - 55000.0 USD per year

🔧 Requirements

Bachelor’s degree or equivalent experience preferred
3-5 years of tax specific experience required
Robust communication and writing skills
Knowledge of computer systems including Microsoft Office products
Exceptional attention to detail
Analytical mindset
Ability to work in an autonomous environment
Must pass a background check
Complete continuing education based upon current certifications
Must meet work from home requirements to qualify

💡 Responsibilities

Manage tax software and implement new features and updates
File Federal, State and local taxes with the appropriate tax authority based on the customer’s filing requirements
Calculate all appropriate adjustments, deductions and credits working with customers
Maintain current tax rate or frequency for clients to ensure accurate filing and payment
Calculate form preparation fees according to return complexity and processing time required
Respond to related tax correspondence and research issues as they arise
Maintain tax filing spreadsheets detailing returns to be used, dates to be completed and special customer considerations
Assist customers in registering their business with applicable tax agencies
Register with state reporting agencies as we add customers to new states for payroll processing
Check data input and verify totals on forms prepared to ensure correct tax form completion
Resolve customer concerns relating to tax, systems issues, and support resulting from our payroll processes.
Provide customer feedback on tax issues as needed
Remain current with software changes, trends in the payroll industry, and changes in wage and tax law
Perform other duties as assigned

Communication SkillsAnalytical SkillsMicrosoft ExcelCustomer serviceMicrosoft OfficeRESTful APIsAccountingAttention to detailWritten communicationComplianceData entryComputer skillsFinanceBookkeeping

Posted 18 days ago

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🔥 Client Relations Specialist - Bookkeeping and Tax

Posted 18 days ago

📍 United States

🧭 Full-Time

💸 57000.0 - 62000.0 USD per year

🔍 Bookkeeping and Tax Services

🔧 Requirements

Bachelor’s degree in Business, Accounting, or Finance or equivalent experience
3 years of progressive bookkeeping experience
Proficient knowledge of QuickBooks Online
Strong understanding of small business accounting and tax services
Excellent verbal and written communication skills

💡 Responsibilities

Lead communications with clients regarding accounting inquiries
Manage client escalations and provide exceptional customer service
Guide clients through service changes and prepare billing clarifications
Process client termination requests efficiently
Deliver high-quality bookkeeping and tax services

Communication SkillsAccountingMicrosoft Office SuiteProcess improvementBookkeeping

Posted 18 days ago

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🔥 Future Openings

Posted about 2 months ago

📍 United States

🔍 Funding solutions for small businesses

🔧 Requirements

A passion for small business.
Strong command of all Microsoft Office applications.
Highly organized and detail oriented multi-tasker who thrives in a fast paced environment.
Team player with the ability to take initiative without being asked.
Ability to create an inclusive workplace where employees feel a sense of belonging.

💡 Responsibilities

Help entrepreneurs across the country realize their dreams of building their own company.
Deliver innovative funding solutions to support small business growth.
Empower team members to make an impact on clients and in their careers.

Microsoft Office

Posted about 2 months ago

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