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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🏢 Nova 401(k) Associates

🏢 Boulay

👥 101-250 Consulting Financial Services

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🏢 T-shirt Ventures

👥 51-100💰 $11.0m Series A on 2022-10-12Health Care

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Jobs at this company:

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🔥 Retirement Plan Specialist

Posted 2024-11-30

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

💸 23 USD per hour

🔍 Financial Services

Must be 18 years of age.
Excellent verbal and written communication skills.
Meticulous attention to detail and proactive problem-solving approach.
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 or equivalent work experience preferred.
Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred.
Ability to work autonomously and create an inclusive workplace.

Work with clients to obtain necessary information for the annual reporting.
Review client-submitted documents for completeness and accuracy.
Reconcile plans using Excel and administration software.
Utilize administration software to complete 401(k) testing and reporting.
Make outgoing reminder calls and emails to clients during the reporting process.
Prepare required government filings for 401(k) plans, including IRS Form 5500.
Educate clients on 401(k) plan administration and documents.

Communication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingCustomer serviceAttention to detailWritten communication

Posted 2024-11-30

Apply

🔥 Retirement Plan Specialist

Posted 2024-11-30

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

🧭 Full-Time

💸 23 USD per hour

🔍 Financial Services

Must be 18 years of age.
Excellent verbal and written communication skills.
Meticulous attention to detail and proactive problem-solving.
Skills in customer service, organization, and collaboration.
Adequate math and analytical skills.
Proficiency in Microsoft Excel, Word, and Outlook.
Associate's or bachelor's degree in a related field preferred.
Basic knowledge of 401(k) plan structure and regulations is preferred.
Ability to work autonomously.
Create an inclusive workplace.

Work with clients to gather information for annual reporting.
Review client-submitted documents for completeness and accuracy.
Reconcile plans using Excel and administration software.
Utilize software for 401(k) testing and reporting.
Contact clients with reminders during reporting.
Prepare required government filings, including IRS Form 5500.
Educate clients on administration and documentation.

Communication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingCustomer serviceAttention to detailWritten communication

Posted 2024-11-30

Apply

🔥 Retirement Plan Specialist

Posted 2024-11-30

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

💸 23 USD per hour

🔍 Financial Services

Must be at least 18 years of age.
Strong verbal and written communication skills.
Meticulous attention to detail and proactive problem-solving skills.
Customer service, organization, and collaboration skills.
Adequate math and analytical skills.
Proficiency in Microsoft Excel, Word, and Outlook.
Associate’s or bachelor’s degree in a related field or equivalent experience preferred.
Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations preferred.
Ability to work autonomously and create an inclusive workplace.

Work with clients to obtain necessary information for annual reporting.
Review client-submitted documents for completeness and accuracy.
Reconcile plans using Excel and administration software.
Utilize software for 401(k) testing and reporting.
Make reminder calls and send emails to clients during reporting.
Prepare IRS Form 5500 filings using filing software.
Educate clients on their 401(k) plans and related documents.

Communication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingCustomer serviceAttention to detailWritten communication

Posted 2024-11-30

Apply

🔥 Retirement Plan Specialist

Posted 2024-11-30

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

💸 23 USD per hour

🔍 Financial Services

Must be 18 years of age.
Excellent verbal and written communication skills.
Meticulous attention to detail and proactive problem-solving approach.
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 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.
Ability to create an inclusive workplace.

Work with clients to obtain necessary information to prepare the annual reporting.
Review documents submitted by clients for completeness and accuracy.
Reconcile plans with rollovers and plan stock using Excel and administration software.
Utilize administration software for 401(k) testing and reporting.
Make outgoing reminder calls and send emails to clients during the reporting process.
Prepare required 401(k) plan government filings, including the IRS Form 5500.
Educate clients regarding the administration of their 401(k) plan.

Communication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingCustomer serviceAttention to detailWritten communication

Posted 2024-11-30

Apply

🔥 Retirement Plan Specialist

Posted 2024-11-26

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

💸 23 USD per hour

🔍 Financial Services

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.

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.
Perform other duties as required.

Communication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingCustomer serviceAttention to detailWritten communication

Posted 2024-11-26

Apply

🔥 Retirement Plan Specialist

Posted 2024-11-21

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

🧭 Full-Time

💸 23 USD per hour

🔍 Financial Services

Must be 18 years of age.
Excellent verbal and written communication skills.
Meticulous attention to detail and proactive problem-solving approach.
Skills in customer service, organization, and collaboration.
Adequate math and analytical skills.
Proficiency in Microsoft Excel, Word, and Outlook.
Associate's or bachelor's degree in a related field or equivalent work experience preferred.
Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations preferred.
Ability to work autonomously and create an inclusive workplace.
Must pass a background check and meet work from home requirements.

Work with clients to obtain necessary information for annual reporting.
Review documents submitted by clients for completeness and accuracy.
Reconcile plans using Excel and administration software.
Use administration software for 401(k) testing and reporting.
Make outgoing calls and send emails to clients during reporting.
Prepare required government filings including IRS Form 5500.
Educate clients on 401(k) plan administration and documents.

Communication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingCustomer serviceAttention to detailWritten communication

Posted 2024-11-21

Apply

Guidant Financial

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