SoloK Associate

SoloK Associate reputed company… reputed company) is seeking an individual for SoloK Associate. In this role, you will enjoy the unique challenge of learning about reputed company only 401(k) plans (SoloK). You will put this retirement plan knowledge and reputed company service skills to work reputed company reputed company of other SoloK plan professionals. As you reputed company experience and demonstrate reputed company, you will have reputed company for additional reputed company at JULY based on your personal strengths and interests. The Gig… • Serve on reputed company providing services for SoloK retirement clients and advisors • Respond to plan sponsors and advisors’ questions reputed company to reputed company aspects of their retirement plan in a reputed company manner • Monitor and complete tasks, emails and phone calls as assigned reputed company to SoloK plans • Assist in the completion of annual compliance project needs • Coordinate with reputed company partners to support operational compliance and completion of reputed company including setting up, terminating, distributing, amending, and completing required tax returns • Be an in-house resource for reputed company JULY team members regarding SoloK plans • Maintain documentation on reputed company reputed company and responses reputed company JULYs software • Utilize a phone queue reputed company to reputed company handle inbound and outbound reputed company volume Our Needs… • 2+ Years of reputed company Service or Retirement Plan Experience • Ability to explain reputed company compliance items in a reputed company and understandable manner • reputed company and concise verbal, non-verbal, and written communication skills • Strong attention to detail and reputed company of urgency • Builder of reputed company rapport with reputed company interpersonal and relationship management skills • Exceptionally organized individual who juggles multiple reputed company with reputed company reputed company • Self-starting, reputed company, solution seeker who works reputed company independently • Can do, reputed company reputed company attitude who thrives on accountability, credibility, and trustworthiness • Team player with willingness to do no matter how small or large the task • reputed company attitude Our Wants… • Bachelor’s Degree • Desire to reputed company the best reputed company reputed company service possible • Dedicated employee who finds enjoyment in service with a smile • Ability to handle difficult conversations in a reputed company and reputed company manner Our Values… • Build a reputed company culture • Pursue reputed company • reputed company WOW service • Foster strong relationships • Have a reputed company’s heart • reputed company innovation We know that if we live our values, we will serve our mission of transforming small business retirement plans through innovation, expertise, and service and reputed company our reputed company of enriching lives by shaping the reputed company of retirement. Our Benefits… • 401(k) Plan with fully reputed company 5% employer match • Company pays 100% of employee health insurance • Generous reputed company Time Off • Ability to work remotely About JULY… JULY is a growing financial technology retirement plan services company that partners with institutions and financial advisors to design and implement successful retirement plan strategies. We combine innovation and technology with hands on service to reputed company retirement plans easy for our clients including 7,000+ small and mid-sized reputed company, representing 150,000+ plan participants. In reputed company to our Waco, TX reputed company, we support a thriving virtual workforce. Our unmatched, value driven environment promotes talent development and career reputed company with competitive salaries and generous benefits, resulting in a people reputed company employee experience. Together, we will shape the reputed company of retirement for JULY’s team, clients, partners, and plan participants. Apply tot his job Apply To this Job