Empower small business owners by providing expert support on 401(k) plan administration, annual filings, and client account management — all from home.
About Guidant Financial
Guidant Financial has helped launch over 20,000 businesses and create nearly 100,000 jobs by delivering innovative funding solutions to entrepreneurs. We believe in empowering small business owners to succeed while building a culture that celebrates adaptability, collaboration, and excellence. Our mission-driven team provides the tools, resources, and personalized guidance to fuel long-term success.
Schedule
- Full-time, remote (permanently work from home)
- Available only in select states (AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO)
Responsibilities
- Respond to client inquiries via phone and email, ensuring timely and accurate communication
- Guide clients through annual 5500 filings using e-signature software
- Maintain and update client records in CRM systems and upload investment management statements
- Monitor accounts for outstanding documents and proactively remind clients about deadlines
- Collaborate with teammates in the 401(k) Administration Services department to ensure compliance and exceptional client experiences
- Support escalated customer service situations and assist Account Specialists as needed
- Participate in training to develop subject matter expertise on 401(k) plans
- Contribute to departmental projects and initiatives
Requirements
- 1–2 years of customer service or client support experience
- Strong verbal and written communication skills
- Proficient with Microsoft Office Suite and CRM software
- Excellent time management, multitasking, and problem-solving skills
- High attention to detail and a proactive, resilient mindset
- Finance industry experience a plus
- Must have a home office setup with reliable high-speed internet
Benefits
- $20/hour ($41,600 annually)
- Comprehensive health coverage (including free premium option)
- 401(k) with company match
- Paid parental leave
- 3 weeks PTO + 11 paid holidays
- Company-provided equipment + remote flexibility
- Career growth with ongoing training and internal promotion opportunities (30% of roles filled internally in past 4 years)
- Inclusive, award-winning company culture with team events and leadership access
- Employee wellness, life balance, and equity programs
Happy Hunting,
~Two Chicks…