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Sábado y lunes de 1 pm a 11:30 pm hora EST (los otros días serán determinados por la gerencia) \nTu compensación: ¡$27.38 por hora más bono trimestral! \nMás información sobre nuestro increíble Departamento de Evaluación de Riesgos \nAcerca de la oportunidad: \nFirst Help Financial, reconocida y certificada como un \"Gran Lugar para Trabajar\" por nuestros empleados durante cinco años consecutivos, está incorporando un nuevo miembro a nuestro departamento de Evaluación de Riesgos para atender nuestro notable crecimiento. \nGestionarás la relación de origen de solicitudes entre FHF y los concesionarios, trabajando metódicamente para desarrollar una comprensión completa del perfil de los solicitantes y evaluar riesgos mediante la revisión de la información de las solicitudes y realizando entrevistas telefónicas preliminares cuando sea necesario. 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Queremos que te sientas tan empoderado como los emprendedores a quienes servimos, teniendo un impacto significativo en su éxito y en tu propia carrera.\n\nNuestros Valores \nAdaptabilidad: Aceptar el cambio es tu superpoder. Siempre estás listo para aprovechar oportunidades para adaptarte e inspirar a otros en el proceso. \nConexión: Establecer conexiones significativas es fundamental en lo que haces. Elevar a los demás es tu forma de crecer y empoderarte a ti mismo. \nExcelencia: Te desarrollas fuera de tu zona de confort, buscando constantemente formas de mejorar. Tu insaciable curiosidad impulsa tu motivación para hacer las cosas mejor.\n\nResumen del Puesto \nComo Especialista en Planes de Jubilación en Guidant Financial, darás el primer paso en el proceso de aprendizaje completo necesario para administrar, probar y presentar informes sobre planes 401(k). A través de un aprendizaje acelerado, formación exhaustiva y experiencia práctica, pasarás rápidamente de la revisión de documentos a la administración de planes básicos. Revisarás los documentos presentados por nuestros clientes, mantendrás a los clientes informados proactivamente sobre el progreso y los ayudarás a entender los documentos de informes anuales necesarios para completar las presentaciones gubernamentales, incluyendo la declaración anual 5500.\n\nLo que harás: \nTrabajar con clientes para obtener la información necesaria para preparar los informes anuales. \nRevisar los documentos presentados por los clientes para verificar su completitud y exactitud. \nConciliar planes con solo traspasos y acciones del plan utilizando Excel y software de administración. \nUtilizar software de administración para completar las pruebas y presentaciones de 401(k). \nRealizar llamadas y enviar correos electrónicos de recordatorio a los clientes durante el proceso de informe del plan. \nPreparar las presentaciones gubernamentales requeridas para planes 401(k), incluyendo el Formulario 5500 del IRS, utilizando software de presentación. \nEducar a los clientes sobre la administración de su plan 401(k) y sobre los documentos del plan 401(k).\n\nTareas Adicionales \nCompartir conocimientos y explicar temas complejos de forma sencilla. \nFormación sobre conceptos para un Administrador de Planes de Jubilación I. \nRealizar otras tareas según sea necesario.\n\nRequisitos \nDebes tener al menos 18 años. \nExcelentes habilidades de comunicación verbal y escrita. \nAtención meticulosa a los detalles y enfoque proactivo para la resolución de problemas. \nHabilidades en servicio al cliente, organización y colaboración. \nAptitudes matemáticas y analíticas adecuadas. \nDominio del uso de Microsoft Excel, Word y Outlook. \nSe prefiere título asociado o licenciatura en un campo relacionado (negocios, finanzas, etc.) o experiencia laboral equivalente. \nSe prefiere conocimiento básico de la estructura de planes 401(k), ROBS y regulaciones del IRS/DOL. \nCapacidad para trabajar en un entorno autónomo, siendo un trabajador autodirigido. \nCapacidad para crear un entorno laboral inclusivo donde todos sientan que pertenecen, permitiendo que todos nuestros empleados expresen sus opiniones, hagan preguntas y sean escuchados.\n\nRequisitos Adicionales \nDebes aprobar una verificación de antecedentes. \nDebes cumplir con los requisitos para trabajar desde casa. \nCompletar educación continua según las certificaciones actuales.\n\nPara este puesto, exigimos que cumplas con los requisitos mínimos para trabajar desde casa, a fin de garantizar que puedas desempeñar tus responsabilidades eficazmente en un entorno de trabajo remoto (WFH). Estos requisitos incluyen: \nUn espacio de trabajo designado (como una oficina en casa) donde puedas concentrarte y ser productivo. \nInternet de alta velocidad confiable para garantizar una comunicación y colaboración fluidas.\n\nBeneficios \nNuestras personas son vitales para nuestro éxito: Únete a un equipo de individuos inteligentes, imaginativos y altamente motivados. \nCreciendo juntos: Amplía constantemente tus conocimientos con formación continua, oportunidades de desarrollo profesional y líderes de apoyo. ¡En los últimos tres años, más del 20 % de nuestra organización ha sido promovido a nuevos y emocionantes cargos! \nBienestar en su mejor momento: Disfruta de excelentes beneficios y ventajas, incluida cobertura médica completa (con opción gratuita de prima), salario competitivo, licencia remunerada por maternidad/paternidad y una generosa coincidencia del 401(k). Aprovecha 3 semanas de tiempo libre pagado más 11 días festivos pagados para desconectarte verdaderamente. \nArreglos de trabajo flexibles: Trabaja cómodamente desde tu oficina en casa. Creemos en darte la libertad de organizar tu trabajo mientras te proporcionamos todo el equipo necesario. \nUna cultura increíble: Vive la galardonada cultura de Guidant, donde puedes conectar con líderes sénior tomando un café o participar en eventos deportivos de la empresa. \nEmpoderamiento de equidad e inclusión: Únete a un entorno laboral inclusivo que valora las voces de los empleados, fomenta la participación activa y ofrece apoyo inquebrantable.\n\nEsta es una oportunidad fantástica para trabajar desde la comodidad de tu hogar. Estamos encantados de ofrecer un puesto completamente remoto en una empresa reconocida y próspera. Actualmente, estamos reclutando en ciertos estados de EE. 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