Account Representative – Remote Jobs Florida

Job Type: Account Representative from home
Location: Florida work from home
Company: Guidant Financial

The position of Remote Account Representative I is open at Guidant Financial. Small company owners who use our 401(k) plan administration services are assisted by our Account Representatives. Receiving and fielding incoming client calls, providing information, and helping clients with 401(k) plan-related problems make up a significant portion of the work. Along with analyzing the documents that our clients send, the role also entails proactive system updates to reflect any modifications. To ensure timely completion of customers’ 5500 filings, distribution requests, loan requests, and other paperwork, team members such as Plan Administrators and Compliance Specialists must work together.

Responsibilities:

• Oversee a case queue and reply to inquiries within the allotted period.
• Learn the fundamentals of retirement plans, especially 401(k) Plans.
• The capacity to work both alone and cooperatively with others in your department and team to fulfill tasks
• Inform clients about internal procedures and help them to navigate various systems.
• Obtain and check for accuracy in the papers that clients submit.

Extra Features

• Help team members and clients with advanced retirement plan issues, such as terminations
• Participating in team and departmental projects
• Carries out additional tasks as needed

Requirements:

• Age requirement of eighteen
• Preferably, you have equivalent job experience or an associate’s or bachelor’s degree in a similar discipline (business, finance, etc.).
• Preferred is a basic understanding of ROBS, IRS/DOL laws, and the structure of 401(K) plans.
• Excellent communication skills both in writing and speaking
• Easily able to adjust to organizational and process changes
• Capacity to keep a professional tone throughout challenging interactions with clients
• A diligent eye for detail and a proactive attitude to issue resolution
• Collaboration, organization, and customer service abilities Capacity to work longer hours with more demands prior to a deadline for clients with limited Paid Time Off (PTO) permitted
• The capacity to operate independently and self-directedly in a self-governing workplace
• Capacity to encourage all of our workers to speak out, ask questions, and be seen in order to foster an inclusive workplace where everyone feels like they belong

Additional Conditions

• Need to clear a background investigation
• Qualifications for employment from home must be met.