Guidant Financial Group - Alexandria, LA
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, and assist clients with setting up their bank accounts. Your ability to explain the company's products and services will also be essential in helping clients make informed decisions. 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, further enhancing your skills and experience in a supportive environment.