Business Formation Specialist at PRIME Corporate Services

Murray, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Jul, 26

Salary

21.0

Posted On

02 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Legal document drafting, Customer service, Salesforce, CRM management, Google suite, Data entry, Communication, Multitasking, Attention to detail, Time management, Administrative support, Record keeping, Problem solving, Adaptability, Professionalism

Industry

Financial Services

Description

Description ROLE: The Business Formation Specialist is an extremely motivated and coachable individual with a genuine desire to help clients. This role assists in processing and drafting legal documents to state and federal agencies, responding to customer inquiries, and assisting with special department projects as needed. This position works directly with the Business Formation Manager and collaborates closely with the Sales and Management teams. RESPONSIBILITIES: Embracing a fast-paced environment while engaging in meaningful customer interactions. A typical day may include: Submitting vital customer business information to State and Federal agencies Preparing legal documents Answering client questions via phone, email, and text message Handles, arranges, and processes both incoming and outgoing correspondence Faxes, scans, and files all pertinent documents Special projects assigned as needed Who We Are: OUR MISSION We aim to serve, advise, and support entrepreneurs every day. ABOUT US Remember when every step of launching your dream felt like a mountain? Debt loomed, the tax code was a cryptic puzzle, and building a rock–solid foundation seemed impossible. PRIME Corporate Services was forged from that very struggle - by entrepreneurs who knew there had to be a better way. We are not just a faceless firm; we are a co-pilot for founders, operators, and business builders navigating the chaos of growth. We help cut through red tape, simplify complex systems, and help entrepreneurs structure their business for long-term financial freedom. From entity structuring to tax strategy to business credit and funding, we don’t just protect businesses - we help to scale them. Our team partners directly with high-growth entrepreneurs and affiliate partners to drive measurable outcomes; more leads, more revenue, and stronger businesses. We deliver expert guidance and exceptional service at every stage of the business journey. WHY YOU’LL LOVE WORKING HERE Impact at scale: Your work will shape the experience of thousands of entrepreneurs working with PRIME. Autonomy + Accountability: You’ll be trusted to lead, experiment, and deliver results — no micromanagement, just momentum. Collaborative Culture: You’ll work alongside creative thinkers, engineers, and business leaders who care deeply about customer success and innovation. Modernization Mission: You’ll play a key role in bringing advanced tech, analytics, and discipline to a growing organization — setting the foundation for the next generation of PRIME’s digital ecosystem. BENEFITS & PERKS Competitive Compensation - Salary + performance based bonus Comprehensive Health Coverage - Medical, dental, and vision Paid Time Off - Generous PTO, sick days, and paid holidays 401k with Company match (we match up to 4%) Parental Leave - Paid leave for new parents Impact-Driven Culture - Small team, big mission Gym Pass - Company sponsored access to local gyms Free soda and snacks Requirements ACCOUNTABILITIES: We seek individuals ready to embrace challenges and exude confidence. The ideal candidate: Thrives in a fast-paced environment with an unrelenting work ethic Engages effortlessly with a diverse range of personalities Excels at multitasking, completing tasks swiftly and effectively Brings motivation, reliability, and positive energy to the team Is adaptable to changing business environments and needs Is a continuous learner, coachable, and eager to grow with the team MINIMUM EDUCATION REQUIREMENTS: High School Diploma or equivalent MINIMUM EXPERIENCE REQUIREMENTS: Strong computer skills; proficiency Google Suite, and assorted calendar applications Outstanding written and verbal communication skills 1 to 3 years experience with Salesforce or other CRM platforms REQUIRED OUTSIDE TRAINING: None PHYSICAL REQUIREMENTS: The work environment characteristics and associated physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job. Prolonged periods of sitting at a desk, working on a computer, and taking phone calls Must be able to lift 25 pounds periodically Must be able to access and navigate each department at the organization’s facilities Travel (less than 10% annually) may be required for sales support, training, and/or professional development

Responsibilities

The Business Formation Specialist processes and drafts legal documents for state and federal agencies while managing customer inquiries via multiple channels. They also handle correspondence, maintain files, and assist with special projects to support the Business Formation Manager.