Retirement Solutions Advisors, LLC
Financial Services • Compliance • B2B
Retirement Solutions Advisors, LLC is a financial services firm dedicated to helping entrepreneurial businesses capture and grow their wealth through tailored retirement planning solutions. They offer a comprehensive range of services including plan design, setup, and administration, all while ensuring compliance with IRS and DOL regulations. Their goal is to uncover economic opportunities within retirement plans, allowing business owners and key employees to retain more wealth and prepare effectively for retirement.
2 - 10 employees
Founded 2006
📋 Compliance
🤝 B2B
Executive Administrative Assistant
Job not on LinkedIn
July 21
Retirement Solutions Advisors, LLC
Financial Services • Compliance • B2B
Retirement Solutions Advisors, LLC is a financial services firm dedicated to helping entrepreneurial businesses capture and grow their wealth through tailored retirement planning solutions. They offer a comprehensive range of services including plan design, setup, and administration, all while ensuring compliance with IRS and DOL regulations. Their goal is to uncover economic opportunities within retirement plans, allowing business owners and key employees to retain more wealth and prepare effectively for retirement.
2 - 10 employees
Founded 2006
📋 Compliance
🤝 B2B
📋 Description
• Welcome visitors to the office. • Answer phone calls. • Respond to emails. • Manage the executive calendar. • Schedule meetings for executives. • Maintaining filing systems. • Ordering office supplies.
🎯 Requirements
• A high school qualification or equivalent. • Excellent computer literacy skills. • Professional appearance. • Proficiency with Microsoft Office. • Excellent verbal and written communication skills. • Ability to prioritize tasks. • Ability to work well under pressure.
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