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Job Description
SoloK Associate supporting JULY’s small-business retirement plan clients and advisors. Handling plan questions, compliance projects, documentation, and inbound/outbound calls.
Responsibilities:
- Serve on a team providing services for SoloK retirement clients and advisors
- Respond to plan sponsors’ and advisors’ questions related to all aspects of their retirement plan in a timely manner
- Monitor and complete assigned tasks, emails, and phone calls related to SoloK plans
- Assist in completing annual compliance project needs
- Coordinate with internal and external partners to support operational compliance and project completion, including setting up, terminating, distributing, amending, and completing required tax returns
- Act as an in-house resource for JULY team members regarding SoloK plans
- Maintain documentation on client projects and responses within JULY’s software
- Use a phone queue system to efficiently handle inbound and outbound call volume
Requirements:
- 2+ years of client service or retirement plan experience
- Ability to explain complex compliance items clearly and understandably
- Professional and concise verbal, non-verbal, and written communication skills
- Strong attention to detail and sense of urgency
- Collaborative rapport-building skills and strong interpersonal and relationship management abilities
- Exceptional organization and ability to juggle multiple projects with minimal oversight
- Self-starting, resourceful, solution-seeking approach and ability to work independently
- Client-focused attitude and accountability, credibility, and trustworthiness
- Team-player attitude and willingness to handle tasks of any size
- Positive attitude
- Bachelor’s degree desired
- Desire to deliver excellent internal and external client service
- Ability to handle difficult conversations positively and professionally
Benefits:
- 401(k) Plan with fully vested 5% employer match
- Company pays 100% of employee health insurance
- Generous Paid Time Off
- Ability to work remotely
- Competitive salaries
- Generous benefits
- Talent development and career growth
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