QUALIFICATIONS & REQUIREMENTS

• Bachelor’s degree in business, finance, accounting, or a related field (or equivalent work experience).
• Previous experience in financial services, particularly in IRA administration or retirement accounts, preferred.
• Commitment to delivering exceptional customer service.
• Previous experience with financial software, databases, and Microsoft Office Suite products.
• Strong verbal and written communication skills; ability to explain complex financial structures in simple terms.
• Excellent attention to detail and accuracy.
• Ability to prioritize tasks and manage time effectively.
  

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• Meet with clients to understand their business goals and financial needs. Provide detailed guidance on the ROBS process, including eligibility, compliance, and financial implications.
• Assist clients through entity formation (typically C-corporation or S-corporation), including establishment of a qualified retirement plan and the rollover of funds from their existing retirement accounts.
• Prepare and review necessary documentation to facilitate the rollover and business startup process.
• Ensure that all ROBS transactions comply with IRS regulations and Department of Labor guidelines.
• File LLC(s) with the Secretary of State(s), obtain EIN numbers, and draft operating agreements.
• Assist in setting up bank accounts associated with a client’s LLC or Solo 401(k) plan.
• Provide guidance and support regarding ROBS plan lifecycle and process, IRA/LLC account setup, management, compliance assistance regarding prohibited transactions, required IRS forms, and other requests made by the client.
• Stay informed about industry trends, changes in regulations, and best practices.
• Maintain up-to-date knowledge of IRA rules and regulations.
• Work closely with internal teams to ensure seamless experience for clients and support overall business objectives.
• Other tasks as assigned by management.