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Entities & ROBS Specialist at IRA Financial
Sioux Falls, SD 57108, USA - Full Time
Skills Needed
Financial Services, Iras, Databases, Business Launch, Financial Planning, Interpreting, Regulatory Standards, Customer Service, Finance, Communication Skills
Specialization
Business finance accounting or a related field (or equivalent work experience
Qualification
Graduate
Director, Talent/Human Capital Analytics at ITT INC
Stamford, Connecticut, USA - Full Time
Skills Needed
Large Scale Projects, Data Driven Decision Making, Financial Planning, Thinking Skills, Power Bi, Resource Management, Project Management Skills, Deliverables, Connect, Workforce Planning, Ease, Headcount, Revenue, Finance, Hr Analytics, Mining, Industrial Process
Qualification
MBA
Sr. Program Planner I - Onsite at Raytheon
Tucson, AZ 85756, USA - Full Time
Skills Needed
Open Plan, Management System, Software, Scheduling, Process Excellence, Integrated Master Schedules, Risk Analysis, R3, Project Server, Oracle Erp, Software Development, Communication Skills, Finance, Program Planning, Business Process
Specialization
Accounting, Business, Finance, Management
Qualification
Graduate
Sr Analyst Consumer Loan Policy & Risk Analytics at PenFed Credit Union
McLean, VA 22102, USA - Full Time
Skills Needed
Sql, Critical Thinking, Finance, Excel, Powerpoint, Data Analysis, Interpersonal Skills, Python, Modeling, Economics, Statistical Tools
Qualification
MBA
Development Analyst, Real Estate at Vail Resorts Corporate
Wyoming, , USA - Full Time
Skills Needed
Urban Planning, Project Management Skills, Land Use Planning, Microsoft Office, Financial Modeling, Development Projects, Real Estate Development, Real Estate, Finance
Specialization
Real estate finance urban planning or a related field
Qualification
Graduate
Business Services Program Director at University of Colorado
Aurora, Colorado, USA - Full Time
Skills Needed
Gynecology, Social Sciences, Public Administration, Public Health, Information Systems, Finance, Hiring Practices, Obstetrics, Communications, Patient Care, Writing
Specialization
Business Administration, Accounting, Administration, Business, Communications, Finance, Information Systems, Public Administration
Qualification
Graduate
Experience Required
Minimum 6 year(s)
Controller (Remote) at Kukui Holdings Inc
Remote, Oregon, USA - Full Time
Skills Needed
Revenue Recognition, Working Experience, Internal Controls, Training Documentation, Finance, Groups, Emotional Intelligence, Communication Skills, Excel, High Proficiency
Specialization
Accounting or finance cpa or cpa-track strongly preferred
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Assistant Company Secretary at Essential Energy
New South Wales, NSW, Australia - Full Time
Skills Needed
Corporate Governance, Finance
Qualification
Diploma
Accounts Payable/Receivable Coordinator at The Quorum Group
Vancouver, BC, Canada - Full Time
Skills Needed
Financial Transactions, Finance, Tax Compliance, Cost Management, Wip, Secondary Education, Pivot Tables, Management Skills, Vendors, Job Costing, Communication Skills, Full Cycle, Progress Billing
Specialization
Accounting finance or related field
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Advisor-Revenue Quality at FedEx Freight
Memphis, TN 38125, USA - Full Time
Skills Needed
Support Systems, Presentation Skills, Operations, Financial Planning, Microsoft Excel, Project Management Skills, Thinking Skills, Powerpoint, Financial Analysis, Finance
Specialization
Financial analysis financial planning business consulting project management accounting or operations analysis/management
Qualification
Graduate
Jr Loan Underwriter at Alta Vista Credit Union
Redlands, CA 92374, USA - Full Time
Skills Needed
Software Systems, Ged, Ecoa, Regulatory Requirements, Loan Officers, Finance, Customer Service, Credit Reports, Software, Microsoft Office, Collateral, Documentation, Communication Skills, Regulations, Excel, Respa, Consumer Lending, Training Programs
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Analyst II, Asset Management (Stabilized) at Boston Financial Investment Management
Boston, Massachusetts, USA - Full Time
Skills Needed
Milestones, Lookups, Project Management Skills, Finance, Teams, Real Estate, Vlookup, Affordable Housing, Pivot Tables, Interpersonal Skills, Addition, Writing
Specialization
Business finance real estate or related field preferred
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Personal Banking Advisor - Fujairah (UAE Nationals Only) at Emirates NBD
Dubai, , United Arab Emirates - Full Time
Skills Needed
English, Arabic, Finance
Specialization
Business administration finance or a related field
Qualification
Graduate
Dealer/Relationship Manager at IFX Payments
London W1G 0PW, , United Kingdom - Full Time
Skills Needed
Communication Skills, Continuous Improvement, Finance, Financial Concepts, Economics, Management Skills
Specialization
Finance economics business or a related field
Qualification
Graduate
Manager JV Accounting at Franciscan Health
Greenwood, IN 46143, USA - Full Time
Skills Needed
Finance
Specialization
Accounting, Business, Finance
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Remote Payroll Specialist at Key Autism Services
Middletown, NJ 07748, USA - Full Time
Skills Needed
Paychex, Utilization, Paycom, Learning, It, Continuing Education, Children, Finance, Texas, Childhood, Accounting Software, Accounting System, Collaboration Tools, Reporting
Specialization
Accounting finance or similar field role
Qualification
Graduate
Financial Consultant at One Pacific Financial Strategies
Anaheim, CA 92808, USA - Full Time
Skills Needed
Interpersonal Skills, Finance, Self Confidence, Economics
Qualification
Graduate
Accountant at AL ZAABI GROUP
Abu Dhabi, , United Arab Emirates - Full Time
Skills Needed
Pivot Tables, Quickbooks, Accounting Software, Finance, Management Skills, Vlookup
Specialization
Accounting finance or a related field
Qualification
Graduate
Staff Accountant (601935) at Global Recruitment Center Shaft Drillers International LLC
Blacksville, West Virginia, USA - Full Time
Skills Needed
Phone Screens, Finance, Materials, Disabilities, Accounting Software
Specialization
Lieu of education
Qualification
Graduate
Senior Analyst, FP&A at CVS Health
Hartford, CT 06156, USA - Full Time
Skills Needed
Excel, Finance, Analytical Skills, Forecasting, Budgeting
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Entities & ROBS Specialist at IRA Financial
Sioux Falls, SD 57108, USA -
Full Time

Start Date

Immediate

Expiry Date

12 Sep, 25

Salary

21.0

Posted On

13 Jun, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Services, Iras, Databases, Business Launch, Financial Planning, Interpreting, Regulatory Standards, Customer Service, Finance, Communication Skills

Industry

Financial Services

Description

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.

    hc18596

How To Apply:

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Responsibilities
  • 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.
Entities & ROBS Specialist at IRA Financial
Sioux Falls, SD 57108, USA - Full Time
Skills Needed
Financial Services, Iras, Databases, Business Launch, Financial Planning, Interpreting, Regulatory Standards, Customer Service, Finance, Communication Skills
Specialization
Business finance accounting or a related field (or equivalent work experience
Qualification
Graduate
Director, Talent/Human Capital Analytics at ITT INC
Stamford, Connecticut, USA - Full Time
Skills Needed
Large Scale Projects, Data Driven Decision Making, Financial Planning, Thinking Skills, Power Bi, Resource Management, Project Management Skills, Deliverables, Connect, Workforce Planning, Ease, Headcount, Revenue, Finance, Hr Analytics, Mining, Industrial Process
Qualification
MBA
Sr. Program Planner I - Onsite at Raytheon
Tucson, AZ 85756, USA - Full Time
Skills Needed
Open Plan, Management System, Software, Scheduling, Process Excellence, Integrated Master Schedules, Risk Analysis, R3, Project Server, Oracle Erp, Software Development, Communication Skills, Finance, Program Planning, Business Process
Specialization
Accounting, Business, Finance, Management
Qualification
Graduate
Sr Analyst Consumer Loan Policy & Risk Analytics at PenFed Credit Union
McLean, VA 22102, USA - Full Time
Skills Needed
Sql, Critical Thinking, Finance, Excel, Powerpoint, Data Analysis, Interpersonal Skills, Python, Modeling, Economics, Statistical Tools
Qualification
MBA
Development Analyst, Real Estate at Vail Resorts Corporate
Wyoming, , USA - Full Time
Skills Needed
Urban Planning, Project Management Skills, Land Use Planning, Microsoft Office, Financial Modeling, Development Projects, Real Estate Development, Real Estate, Finance
Specialization
Real estate finance urban planning or a related field
Qualification
Graduate
Business Services Program Director at University of Colorado
Aurora, Colorado, USA - Full Time
Skills Needed
Gynecology, Social Sciences, Public Administration, Public Health, Information Systems, Finance, Hiring Practices, Obstetrics, Communications, Patient Care, Writing
Specialization
Business Administration, Accounting, Administration, Business, Communications, Finance, Information Systems, Public Administration
Qualification
Graduate
Experience Required
Minimum 6 year(s)
Controller (Remote) at Kukui Holdings Inc
Remote, Oregon, USA - Full Time
Skills Needed
Revenue Recognition, Working Experience, Internal Controls, Training Documentation, Finance, Groups, Emotional Intelligence, Communication Skills, Excel, High Proficiency
Specialization
Accounting or finance cpa or cpa-track strongly preferred
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Assistant Company Secretary at Essential Energy
New South Wales, NSW, Australia - Full Time
Skills Needed
Corporate Governance, Finance
Qualification
Diploma
Accounts Payable/Receivable Coordinator at The Quorum Group
Vancouver, BC, Canada - Full Time
Skills Needed
Financial Transactions, Finance, Tax Compliance, Cost Management, Wip, Secondary Education, Pivot Tables, Management Skills, Vendors, Job Costing, Communication Skills, Full Cycle, Progress Billing
Specialization
Accounting finance or related field
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Advisor-Revenue Quality at FedEx Freight
Memphis, TN 38125, USA - Full Time
Skills Needed
Support Systems, Presentation Skills, Operations, Financial Planning, Microsoft Excel, Project Management Skills, Thinking Skills, Powerpoint, Financial Analysis, Finance
Specialization
Financial analysis financial planning business consulting project management accounting or operations analysis/management
Qualification
Graduate
Jr Loan Underwriter at Alta Vista Credit Union
Redlands, CA 92374, USA - Full Time
Skills Needed
Software Systems, Ged, Ecoa, Regulatory Requirements, Loan Officers, Finance, Customer Service, Credit Reports, Software, Microsoft Office, Collateral, Documentation, Communication Skills, Regulations, Excel, Respa, Consumer Lending, Training Programs
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Analyst II, Asset Management (Stabilized) at Boston Financial Investment Management
Boston, Massachusetts, USA - Full Time
Skills Needed
Milestones, Lookups, Project Management Skills, Finance, Teams, Real Estate, Vlookup, Affordable Housing, Pivot Tables, Interpersonal Skills, Addition, Writing
Specialization
Business finance real estate or related field preferred
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Personal Banking Advisor - Fujairah (UAE Nationals Only) at Emirates NBD
Dubai, , United Arab Emirates - Full Time
Skills Needed
English, Arabic, Finance
Specialization
Business administration finance or a related field
Qualification
Graduate
Dealer/Relationship Manager at IFX Payments
London W1G 0PW, , United Kingdom - Full Time
Skills Needed
Communication Skills, Continuous Improvement, Finance, Financial Concepts, Economics, Management Skills
Specialization
Finance economics business or a related field
Qualification
Graduate
Manager JV Accounting at Franciscan Health
Greenwood, IN 46143, USA - Full Time
Skills Needed
Finance
Specialization
Accounting, Business, Finance
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Remote Payroll Specialist at Key Autism Services
Middletown, NJ 07748, USA - Full Time
Skills Needed
Paychex, Utilization, Paycom, Learning, It, Continuing Education, Children, Finance, Texas, Childhood, Accounting Software, Accounting System, Collaboration Tools, Reporting
Specialization
Accounting finance or similar field role
Qualification
Graduate
Financial Consultant at One Pacific Financial Strategies
Anaheim, CA 92808, USA - Full Time
Skills Needed
Interpersonal Skills, Finance, Self Confidence, Economics
Qualification
Graduate
Accountant at AL ZAABI GROUP
Abu Dhabi, , United Arab Emirates - Full Time
Skills Needed
Pivot Tables, Quickbooks, Accounting Software, Finance, Management Skills, Vlookup
Specialization
Accounting finance or a related field
Qualification
Graduate
Staff Accountant (601935) at Global Recruitment Center Shaft Drillers International LLC
Blacksville, West Virginia, USA - Full Time
Skills Needed
Phone Screens, Finance, Materials, Disabilities, Accounting Software
Specialization
Lieu of education
Qualification
Graduate
Senior Analyst, FP&A at CVS Health
Hartford, CT 06156, USA - Full Time
Skills Needed
Excel, Finance, Analytical Skills, Forecasting, Budgeting
Qualification
Graduate
Experience Required
Minimum 3 year(s)