Operations Coordinator

  • Guideline
  • San Mateo, CA, USA
  • Sep 14, 2018
Full time Compliance

Job Description

At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers. 
By building a transparent and first-of-its-kind software, the Guideline team is providing a fresh alternative to legacy providers who have put profit over the interests of employees. Our company aims to give employees the opportunity to save as much as possible for retirement. 
With over 3,500 clients and hundreds of millions of dollars in assets under management in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone. 

Job Description
We are seeking an entry-level Operations Coordinator to join our team. Our ideal candidate is a collaborative self-starter who is excited to help Guideline make affordable retirement benefits accessible to American workers, and would love to grow in a dynamic and fast-paced environment with a tight-knit, collaborative team. A high level of attention to detail is a must, as the position will directly contribute to a best-in-class client experience. 
  • Support all critical operational transactions of the customer lifecycle—from prospects to active plans—via regular client communications 
  • Assist Operations team members with ongoing quality assurance, educational and program management efforts
  • Collaborate with cross-functional teams such as Customer Success, Engineering, Compliance and Onboarding on customer questions and active operational projects
  • Increase efficiency by assisting team members complete daily operational transactions 
  • Create and actively support internal-facing documentation and reporting 
  • Assist Head of Operations in keeping our tools and systems updated
  • Other duties as assigned
  • Bachelor’s degree required
  • Impeccable attention to detail
  • Strong drive to results in a fast-changing environment 
  • Comfort level with learning new technology platforms 
  • Ability to manage and prioritize a range of assigned tasks
  • Demonstrated strong verbal and communications skills
  • Ability to communicate clearly and maintain professional disposition with clients and team members
  • Ability to pass background check and credit check for employment