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Government Filing Operations Associate

Guideline, Inc.

in Remote / Austin TX / Solana Beach CA / Portland ME / San Mateo CA / CO / FL / GA / NC

Logo for Guideline, Inc.

Guideline is seeking a Government Filing Operations Associate. This role is available in all locations with a strong preference for office access to either Portland, ME; Austin, TX; San Diego, CA; San Mateo, CA; or Atlanta, GA.

What You Will Be Working On

You will support our small business customers by validating, reconciling and resolving all issues related to 5500 short and long form filings.

  • Investigate complex problems finding creative solutions involving required filings including Form 5500 series, 5330, 8955-SSA.
  • Lead cross-functional projects representing the filings team as a subject matter expert
  • Refine best practice, provide recommendations for process improvements, as well as continuously look for ways to scale efficiently
  • Collaborate with cross-functional teams such as Customer Success, Engineering, and Product to investigate and resolve outstanding issues
  • Support small business customers and at times, auditors for our largest plans via email and phone
  • Identify ways for continuous improvement for filings workflow efficiency for our customers and employees through processes improvements, product improvements and business systems

What We’re Looking For

  • 3+ years project management, customer facing experience with the ability to manage and prioritize across multiple projects in a fast paced environment
  • 3+ years experience in finance or a regulated industry such as financial services, healthcare
  • A highly organized, detail oriented, accountable results-oriented driver with the ability to manage multiple work streams, priorities and schedules
  • An exceptional verbal and oral communicator 
  • Demonstrated ability to quickly learn and adapt to new programs and tools
  • A collaborative, confident, pragmatic, analytical team player

More About Guideline

At Guideline, we're helping people save for a better future. In an industry full of complicated pricing and excessive fees, we offer affordable 401(k) plans with no transaction fees.

With over 25,000 clients and 5 billion dollars in assets under management, in just a few years of operations, we're well on our way to making smart retirement planning easy for everyone.

We have raised $344M to date with top-tier investorsWe have raised $344M to date with top-tier investors, including our most recent $200 million dollar Series E round with General Atlantic.

Offer Package

  • Competitive Salary + Equity in the Company
  • Flexible Vacation Policy
  • 401(k) Matching
  • 100% coverage of Health / Vision / Dental
  • Generous parental leave policy

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.

How to Apply

Apply Now


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