Guidant Financial Group - Plano, TX
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 home while engaging with clients to guide them through the complex processes involved in launching their small businesses. Your primary focus will be on understanding business regulations, 401(k) plan adoption agreements, and rollover processes, ensuring that clients receive the support they need to navigate these challenges successfully. In this role, you will directly assist clients through all steps of the rollover process, from entity formation to funding. Building rapport with clients over the phone and through email will be essential, as you will be their primary point of contact. You will also collaborate with third-party vendors to ensure the 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, provide updates to the Sales team regarding client processes, and assist clients with setting up their bank accounts while explaining the company's products and services. Guidant Financial values adaptability, connection, and excellence, and as a member of our team, you will be expected to embody these values. You will contribute to department and team projects and perform other duties as required, all while maintaining a customer-centric approach that prioritizes outstanding service and positive experiences for clients.