Guidant Financial Group - Orlando, FL
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 be expected to build rapport with clients through phone and email communication, ensuring they feel supported throughout their journey. You will work closely 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 detail. Additionally, you will prepare final Corporation and Plan documents, collaborate with the Sales team to provide updates on client processes, assist clients with bank account setup, and explain the company's products and services. Guidant Financial values adaptability, connection, and excellence, and as a ROBS Onboarding Specialist, you will embody these values by embracing change, lifting others up, and striving for continuous improvement. You will also contribute to department and team projects, performing other duties as required, while maintaining a focus on delivering outstanding customer service and navigating tough financial conversations with a positive attitude.