We are excited to offer a fully remote position with a reputable and thriving company, assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses. The role involves working with clients to obtain necessary information, reviewing documents, reconciling plans, and preparing required filings. The ideal candidate will have excellent verbal and written communication skills, meticulous attention to detail, and proficiency in using Microsoft Excel, Word, and Outlook.
Requirements
- Must be 18 years of age
- Excellent verbal and written communication skills
- Meticulous attention to detail and proactive approach to problem solving
- Skills in customer service, organization, and collaboration
- Adequate math and analytical skills
- Proficiency in using Microsoft Excel, Word, and Outlook
- Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience
- Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations
- Ability to work in an autonomous environment where you can be a self-directed worker
- Ability to create an inclusive workplace where everyone feels a sense of belonging
Benefits
- Comprehensive health coverage (with a free premium option)
- Competitive salary
- Paid parental leave
- Generous 401k match
- 3 weeks of Paid Time Off plus 11 Paid Holidays
- Flexible work arrangements
- An amazing company culture
