Operations Associate at Guideline

United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, FinTechIndustries

Requirements

Results-driven individual who takes ownership and works backward from outcomes to deliver results in a fast-paced environment, effectively prioritizing scope, quality, time, and resources
Process-oriented with strong organizational and documentation skills
Passionate about leveraging technology to improve processes and outcomes
Natural curiosity with a problem-solving mindset, always asking "why" to drive better solutions
Systems thinker with the ability to analyze and learn complex systems
Technical proficiency in Excel, G-suite, SQL, and Salesforce
Intermediate to advanced Excel skills, including proficiency with VLOOKUP, INDEX MATCH, and pivot tables
Experience with basic data and analytics tools, including BigQuery, Looker, Tableau, and Data Studio
Team player who is comfortable engaging with different teams and stakeholders at all levels
Experience and deep understanding of 401(k) rules and regulations pertaining to corrections, testing, and limits
Eligible to work in CO, FL, MA, ME, NC, TX, or UT (remote)

Responsibilities

Develop scalable processes to drive efficiency as the business grows
Collaborate with cross-functional teams to address customer questions and support active operational projects
Collect and refine best practice recommendations, and continuously look for ways to improve processes, internal tools, and external product features
Investigate errors to determine the cause of client issues and recommend corrective actions
Assist the Operations team in maintaining and updating tools, systems, and standard operating procedures (SOPs)
Contribute to company-wide projects, such as account reconciliation and plan compliance
Enhance plan compliance by facilitating corrective actions in accordance with rules and regulations
Provide internal support and become proficient in Guideline’s core platform and workflows
Take on additional responsibilities as needed

Skills

Process Improvement

Data Analysis

Automation

Cross-functional Collaboration

Error Investigation

SOPs

Account Reconciliation

Plan Compliance

Guideline

Affordable 401(k) and IRA retirement plans

About Guideline

Guideline provides affordable and customizable 401(k) retirement plans and Individual Retirement Accounts (IRAs) for businesses of all sizes, particularly targeting small to medium-sized enterprises and specific sectors like dental practices. Their service includes end-to-end management of retirement plans, which features automatic enrollment, low monthly fees, and compliance testing. Guideline acts as a 3(38) fiduciary, taking responsibility for managing investment options to ensure they benefit employees. The company operates on a subscription-based model, charging a low monthly fee that covers essential services, with options for additional features like profit sharing and matching. They also offer Guideline Pro, a platform that equips financial professionals with tools to assist clients in retirement planning. Guideline's goal is to make retirement plans more accessible and affordable, helping more individuals save for their future.

San Mateo, CaliforniaHeadquarters

2015Year Founded

$329.8MTotal Funding

SERIES_ECompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Flexible vacation policy

Company equity

401(k) with matching contributions

100% paid employee insurance coverage

Annual learning & development stipend

Parental leave

Sabbatical after 5 years of employment

Risks

Increased competition from QuickBooks Payroll could shift market share.

Reliance on Vanguard poses a risk if fee structures change.

New Starter plan and Enterprise tier may increase operational complexity.

Differentiation

Guideline offers a flat fee per participant, unlike asset-based fee models.

Guideline acts as a 3(38) fiduciary, managing investment options for clients.

Guideline provides end-to-end retirement plan management, including compliance and reporting.

Upsides

Increased demand for digital financial services boosts Guideline's digital-first approach.

Partnership with QuickBooks Payroll enhances retirement benefits for small businesses.

Guideline's new mobile app increases accessibility and user engagement.

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