Operations Associate - Guideline

The Operations Associate role supports the servicing of our customers behind the scenes to provide a seamless 401(k) experience for our clients. Critical operations include the support of money in and out of participant 401(k) accounts, managing  401(k) payroll deductions and everything in between. This role involves a strong attention to detail in processing financial transactions. Comfortability with handling data, learning new tools and driving process improvements are important qualities. You will be reporting directly to the Director of Client Operations. 

What You Will Work On

• Manage day to day tickets with high quality and urgency
• Create scalable processes to build greater efficiencies as the business grows
• Collaborate on customer questions and active operational projects with other teams
• Investigate errors to identify the cause of client issues and identify corrective actions
• Assist the Operations team in keeping our tools, systems, and SOPs updated
• Participate in larger company projects, such as account reconciliation and plan compliance
• Support internal clients while mastering Guideline's core products and workflows
• Other responsibilities as assigned

What We're Looking For

• Experience in a ticketing system such as Salesforce or Zendesk
• Intermediate to advanced Excel skills; including vlookup, index match, pivot tables
• Self actuating and takes pride in ownership 
• Loves improving workflows through business systems with a passion for documentation
• Experience with basic data and business intelligence tools
• Intermediate knowledge of project management principles
• Strong prioritization skills
• Comfortable collaborating and working with different teams
• Likes asking "why" and enjoys problem solving
• Passionate about technology and curious
• Experience working with third-party payroll providers is preferred but not required
• Bachelor’s degree preferred but not required

More About Guideline 

Everyone should have a simple, affordable way to save for retirement. At Guideline, our plans are low cost and highly automated. This makes it easy for companies to offer a valuable benefit—and easy for people to invest in their financial future with confidence.

Offer Package 

The expected Salary Range for this position is $70000 - $75000 annually. Compensation is determined by numerous factors such as your qualifications, experience, and work location.

Additional benefits:

• Flexible vacation policy
• Company equity
• 401(k) with matching contributions
• 100% paid employee insurance coverage
• Annual learning and development stipend
• Parental leave
• Sabbatical after 5 years of employment

Guideline provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Employment open to residents of CO, FL, MA, MD, ME, NC, TX, and WA. Guideline is committed to protecting the privacy and security of the personal information of our applicants. Please refer to Guideline's Privacy Policy for information about our privacy and security practices.

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Last updated: 10 days ago