Guidant Financial Group - Salt Lake City, UT
posted about 2 months ago
As a ROBS Onboarding Specialist I at Guidant Financial, you will play a crucial role in helping entrepreneurs across the United States realize their dreams of starting their own businesses. This fully remote position allows you to work from the comfort of your home while contributing to a growing and stable company that has already facilitated over $5 billion in funding, helping to launch more than 20,000 businesses and creating nearly 100,000 jobs in the economy. Your primary responsibility will be to guide clients through the rollover process, ensuring they understand the necessary business regulations, 401(k) plan adoption agreements, and rollover processes. In this role, you will directly interact with clients, building rapport through phone and email communications. You will assist them in navigating the complexities of setting up their businesses, from entity formation to funding. This includes working with third-party vendors to ensure timely filing of state and federal documents related to Corporate and 401(k) Plan EINs, generating legal documents with accuracy, and preparing final Corporation and Plan documents. Collaboration with the Sales team will also be essential, as you will provide updates on client processes and assist clients with bank account setups while explaining the company's products and services. Guidant Financial values adaptability, connection, and excellence, and as a member of the team, you will be expected to embody these values. You will also have opportunities to contribute to department and team projects, ensuring that you are not only focused on individual client success but also on the overall success of the organization. This position requires a proactive approach to problem-solving and a passion for delivering outstanding customer service, especially during tough financial conversations. Overall, this role is designed for individuals who thrive in an autonomous environment and are committed to creating an inclusive workplace where everyone feels a sense of belonging. You will be empowered to make an impact on both your clients and your career as you help guide entrepreneurs on their journey to success.