Position purpose The Corporate Service Associate will develop and demonstrate a basic understanding of retirement plans and Benetrends' products and services with the goal of establishing ...

Benetrends
14 jobs near Columbus, OH
Position purpose The Corporate Service Associate will develop and demonstrate a basic understanding of retirement plans and Benetrends' products and services with the goal of establishing ...
About Benetrends Financial At Benetrends Financial, we help entrepreneurs and small businesses thrive through innovative retirement funding and administration solutions. Our team is driven by ...
About Benetrends Financial At Benetrends Financial, we help entrepreneurs and small businesses thrive through innovative retirement funding and administration solutions. Our team is driven by ...
AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or UT Join a Team Where Your Expertise Makes a Difference Benetrends Financial is seeking an experienced 401(k) Retirement Plan Analyst to ...
Quick apply
AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or UT Join a Team Where Your Expertise Makes a Difference Benetrends Financial is seeking an experienced 401(k) Retirement Plan Analyst to ...
Corporate Services Specialist
Lansdale, PA · On-site +1
Position purpose The Corporate Service Associate will develop and demonstrate a basic understanding of retirement plans and Benetrends' products and services with the goal of establishing ...
Quick apply
Corporate Services Specialist
Lansdale, PA · On-site +1
Position purpose The Corporate Service Associate will develop and demonstrate a basic understanding of retirement plans and Benetrends' products and services with the goal of establishing ...
AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or UT Join a Team Where Your Expertise Makes a Difference Benetrends Financial is seeking an experienced 401(k) Retirement Plan Analyst to ...
AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or UT Join a Team Where Your Expertise Makes a Difference Benetrends Financial is seeking an experienced 401(k) Retirement Plan Analyst to ...
AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or UT Join a Team Where Your Expertise Makes a Difference Benetrends Financial is seeking an experienced 401(k) Retirement Plan Analyst to ...
AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or UT Join a Team Where Your Expertise Makes a Difference Benetrends Financial is seeking an experienced 401(k) Retirement Plan Analyst to ...
Corporate Services Specialist
Lansdale, PA · On-site +1
Position purpose The Corporate Service Associate will develop and demonstrate a basic understanding of retirement plans and Benetrends' products and services with the goal of establishing ...
Corporate Services Specialist
Lansdale, PA · On-site +1
Position purpose The Corporate Service Associate will develop and demonstrate a basic understanding of retirement plans and Benetrends' products and services with the goal of establishing ...
Position purpose The Corporate Service Associate will develop and demonstrate a basic understanding of retirement plans and Benetrends' products and services with the goal of establishing ...
Position purpose The Corporate Service Associate will develop and demonstrate a basic understanding of retirement plans and Benetrends' products and services with the goal of establishing ...
Customer Service Onboarding Specialist ( Retirement) Location: Fully Remote (US) Schedule: Monday-Friday, 8:00 AM - 5:00 PM (occasional after-hours support as needed) About the Role We are seeking a ...
Customer Service Onboarding Specialist ( Retirement) Location: Fully Remote (US) Schedule: Monday-Friday, 8:00 AM - 5:00 PM (occasional after-hours support as needed) About the Role We are seeking a ...
Customer Service Onboarding Specialist (Retirement) We are seeking a highly organized and detail-oriented Retirement Plan Customer Service Onboarding Specialist to support our ROBS (Rollover as ...
Customer Service Onboarding Specialist (Retirement) We are seeking a highly organized and detail-oriented Retirement Plan Customer Service Onboarding Specialist to support our ROBS (Rollover as ...
Customer Service Specialist ( Retirement)
Lansdale, PA · Remote
$20 - $24/hr
About the Role We are seeking a highly organized and detail-oriented Customer Service Retirement Plan Specialist to support our ROBS (Rollover as Business Start-Up) onboarding process. This role ...
Customer Service Specialist ( Retirement)
Lansdale, PA · Remote
$20 - $24/hr
About the Role We are seeking a highly organized and detail-oriented Customer Service Retirement Plan Specialist to support our ROBS (Rollover as Business Start-Up) onboarding process. This role ...
Customer Service Onboarding Specialist ( Retirement) Location: Fully Remote (US) Schedule: Monday-Friday, 8:00 AM - 5:00 PM (occasional after-hours support as needed) About the Role We are seeking a ...
Quick apply
Customer Service Onboarding Specialist ( Retirement) Location: Fully Remote (US) Schedule: Monday-Friday, 8:00 AM - 5:00 PM (occasional after-hours support as needed) About the Role We are seeking a ...
Customer Service Onboarding Specialist ( Retirement) Location: Fully Remote (US) Schedule: Monday-Friday, 8:00 AM - 5:00 PM (occasional after-hours support as needed) About the Role We are seeking a ...
Customer Service Onboarding Specialist ( Retirement) Location: Fully Remote (US) Schedule: Monday-Friday, 8:00 AM - 5:00 PM (occasional after-hours support as needed) About the Role We are seeking a ...
Customer Service Onboarding Specialist ( Retirement) Location: Fully Remote (US) Schedule: Monday-Friday, 8:00 AM - 5:00 PM (occasional after-hours support as needed) About the Role We are seeking a ...
Customer Service Onboarding Specialist ( Retirement) Location: Fully Remote (US) Schedule: Monday-Friday, 8:00 AM - 5:00 PM (occasional after-hours support as needed) About the Role We are seeking a ...
Full-time
Medical, Dental, Vision, PTO
Re-posted 10 days ago
Job description
The Corporate Service Associate will develop and demonstrate a basic understanding of retirement plans and Benetrends’ products and services with the goal of establishing corporations for new and seasoned entrepreneurs. The Corporate Service Associate will also be able to clearly communicate corporate responsibilities and state requirements.
Successful Candidates Will- Interact professionally with other employees, customers and suppliers.
- Work effectively as a team contributor on all assignments.
- Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
- Be comfortable with a high volume of incorporation services and other organizational support duties
- Ability to work with process management systems and document/information management
- Collaborate and communicate with key stakeholders
- Excellent communication skills, both verbal and written
- Attention to detail and accuracy
- Ability to plan and coordinate multiple projects at the same time in a fastpaced environment
- Overall positive attitude, a high level of professionalism, and integrity,
- Exercise sound judgement and discretion Responsibilities:
- Prepare and file required documents to establish corporate entities including:
- Articles of Incorporation
- Doing Business As (DBA’s)
- Amendments
- Dissolutions
- Conversions from LLC to CCorporation
- Revocations from SCorporation to CCorporation
- Foreign Entities
- Required State Licenses
- Work with clients to obtain signatures on various documents
- Obtain EIN’s from the IRS, SS4 documentation
- Organize and prepare documents for banks and other related parties
- Prepare and send minutes, bylaws and stock certificates to clients
- Prepare and send addendums and stock certificates
- Understanding of State Requirements for Corporations
- Ability to clearly communicate state and corporate responsibilities to clients
- Work with Registered Agents as needed
- Exercising judgment in determining acceptable data
- Communicate with external and internal sources as needed
Why You'll Love Working at Benetrends
We believe great employees deserve great benefits and opportunities.
What We OfferCompetitive salary and comprehensive benefits package
Medical, dental, and vision insurance
LTD and STDGenerous paid time off and paid holidays
Fully remote work environmentOngoing professional development and career growth opportunities
Collaborative, supportive team cultureStable company with a strong reputation and long-tenured employee
Ready to Grow Your Career?
If you're looking for a rewarding opportunity where your expertise is valued and your professional growth is encouraged, we'd love to connect with you.
About Benetrends
Sourced by ZipRecruiter
Company size
51 - 200 Employees
Headquarters location
Lansdale, PA, US
Year founded
1983