
201 - 500 funcionários
Fundada em 1994
💼 Consultoria
🏥 Saúde
🛡️ Seguros
Consulting • Healthcare • Insurance
A July Business Services é um provedor de soluções de planos de aposentadoria focados no empregador, que ajuda empresas a iniciar e gerenciar planos 401(k). A empresa oferece serviços de administração de planos e fiduciários, integração de folha de pagamento, inscrição e experiências personalizadas para funcionários, além de ferramentas online como calculadoras, estimadores de crédito tributário e webinars educacionais. Atende empregadores, consultores, TPAs e funcionários e é afiliada a um consultor de investimentos registrado na SEC para apoiar a gestão e conformidade dos planos de aposentadoria.
🕒 Agosto 8
🗣️🇺🇸🇬🇧 Inglês obrigatório
De onde vem esta vaga
Publicada na página de carreiras da July Business Services, não em um site de vagas
Vista pela primeira vez pelo Remote Rocketship Agosto 8
Ainda aberta no site da July Business Services. Verificada Ontem.

201 - 500 funcionários
Fundada em 1994
💼 Consultoria
🏥 Saúde
🛡️ Seguros
Consulting • Healthcare • Insurance
A July Business Services é um provedor de soluções de planos de aposentadoria focados no empregador, que ajuda empresas a iniciar e gerenciar planos 401(k). A empresa oferece serviços de administração de planos e fiduciários, integração de folha de pagamento, inscrição e experiências personalizadas para funcionários, além de ferramentas online como calculadoras, estimadores de crédito tributário e webinars educacionais. Atende empregadores, consultores, TPAs e funcionários e é afiliada a um consultor de investimentos registrado na SEC para apoiar a gestão e conformidade dos planos de aposentadoria.
• Serve on a team providing services for SoloK retirement clients and advisors • Respond to plan sponsors’ and advisors’ questions related to all aspects of their retirement plan in a timely manner • Monitor and complete assigned tasks, emails, and phone calls related to SoloK plans • Assist in completing annual compliance project needs • Coordinate with internal and external partners to support operational compliance and project completion, including setting up, terminating, distributing, amending, and completing required tax returns • Act as an in-house resource for JULY team members regarding SoloK plans • Maintain documentation on client projects and responses within JULY’s software • Use a phone queue system to efficiently handle inbound and outbound call volume
• 2+ years of client service or retirement plan experience • Ability to explain complex compliance items clearly and understandably • Professional and concise verbal, non-verbal, and written communication skills • Strong attention to detail and sense of urgency • Collaborative rapport-building skills and strong interpersonal and relationship management abilities • Exceptional organization and ability to juggle multiple projects with minimal oversight • Self-starting, resourceful, solution-seeking approach and ability to work independently • Client-focused attitude and accountability, credibility, and trustworthiness • Team-player attitude and willingness to handle tasks of any size • Positive attitude • Bachelor’s degree desired • Desire to deliver excellent internal and external client service • Ability to handle difficult conversations positively and professionally
• 401(k) Plan with fully vested 5% employer match • Company pays 100% of employee health insurance • Generous Paid Time Off • Ability to work remotely • Competitive salaries • Generous benefits • Talent development and career growth
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