FreshRemote.Work

Account Representative I

Richmond, Virginia, United States - Remote

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO.

The wage for this position is $21 per hour, equivalent to an annual salary of $43,680.

Does the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you?

For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career.

Our Values
Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way.

Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself.

Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better.

Role Summary

As an Account Representative I at Guidant Financial, your primary focus will be providing unwavering support to small business owners who utilize our 401(k) plan administration services. You will handle incoming client calls, expertly resolve any issues related to their 401(k) plans, and enthusiastically answer all client inquiries. Additionally, you will meticulously review and update client-submitted documents within our state-of-the-art system. Ensuring seamless collaboration with team members, including Plan Administrators and Quality Assurance Specialists, is crucial to ensuring the prompt completion of tasks such as 5500 filings, distribution requests, loan requests, and other necessary documentation.

Responsibilities include

  • Effectively manage and prioritize a queue of cases, ensuring timely responses within predefined deadlines.
  • Demonstrate a deep understanding of retirement plans, with a specific emphasis on 401(k) Plans.
  • Showcase your capacity to independently complete tasks while collaborating seamlessly within your team and department.
  • Masterfully guide clients through internal processes, providing invaluable assistance in navigating …
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Job Profile

Regions

North America

Countries

United States

Restrictions

Fully remote Fully remote position Must meet Work from Home requirements Recruiting in select states Recruiting in select states across the US Select states across the US

Benefits/Perks

Fully remote position Innovative funding solutions Remote work Work From Home

Tasks
  • Assist with distribution and loan requests
  • Collaborate with team members
  • Complete 5500 filings
  • Manage client calls
  • Resolve 401(k) plan issues
  • Update client documents
Skills

401(K) Plans Client Support Collaboration Communication Customer service Documentation Review Finance IRS/DOL Regulations Knowledge of 401(K) plan structure Organization Organizational Problem-solving Regulations Retirement plans Task Prioritization Verbal and written communication Written communication

Experience

0 years

Education

Associate Business Finance

Timezones

America/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9