ROBS Onboarding Specialist I
location_onCentral Bank, 720, East Broadway, Strollway, Columbia, Columbia Township, Boone County, Missouri, 65201, United States
Job Description
About the Company
Guidant Financial is a growing and stable company with a bold vision of increasing the number of people who succeed in small business. To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy. We're doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses.
Our purpose goes beyond supporting entrepreneurs - we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.
Our Values
Adaptability: Change isn't scary. You embrace opportunities to adapt and bring others along.
Connection: Connection is important. You lift others up because when they grow you grow.
Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.
About the Role
Guidant Financial is currently looking for a remote customer-centric ROBS expert that partners with new and existing entrepreneurs (clients), guiding clients as they launch their small business by understanding business regulations, 401(k) plan adoption agreements, and roll-over processes.
Culture & Benefits
Our People are Key to Success: Work with a team of smart, creative, fun, and highly motivated people.
When You Grow, We Grow: Continue to learn with ongoing training, career pathing, and supportive leaders. For the last three years, Guidant has promoted more than 20% of our organization into new and exciting roles!
Wellness: Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, paid parental leave, and a generous 401k match. Be able to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays.
Flexible Work Arrangements: Work from the enjoyment of your home office. We work with entrepreneurs every day; we want you to have autonomy within your work structure with company-provided.
Awesome Culture: Be part of Guidant's award-winning culture and have the experience to connect through coffee with senior leaders or hit a home run being part of our company sporting events.
Empowering Equity and Inclusion: Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported.
Work location
Work model: Remote
Central Bank, 720, East Broadway, Strollway, Columbia, Columbia Township, Boone County, Missouri, 65201, United States
Columbia, Missouri
Key Responsibilities
- check_circleBuild rapport with clients via phone and email
- check_circleCollaborate with vendors for document filing
- check_circleGenerate legal documents with accuracy
- check_circlePrepare final Corporation and Plan documents
- check_circleExplain company products and services
- check_circleGuide clients through the rollover process from entity formation to funding
- check_circleAssist clients with bank account setup
Requirements
- verifiedMust be 18 years of age
- verified1-2 years customer relations experience
- verifiedPass background check
- verifiedMeet work from home requirements
- verifiedComplete continuing education based upon current certifications