
1 - 10 employees
Founded 2006
📋 Compliance
🤝 B2B
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.
🔥 0 minutes ago
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1 - 10 employees
Founded 2006
📋 Compliance
🤝 B2B
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.
• Reporting to management and executing instructions. • Liaising with management and staff regarding administrative matters. • Keeping track of account balances and managing petty cash. • Approving expenditure and issuing payments to vendors and suppliers. • Verifying timesheets and processing payroll. • Overseeing the maintenance, repair, and replacement of office equipment and furniture. • Scheduling and managing meetings, conferences, workshops, and special events. • Making travel arrangements, coordinating conference calls, and handling RSVPs for events. • Maintaining confidentiality with sensitive information and correspondence. • Hiring and training new Office Administrators.
• An Associate or Bachelor's degree in business administration, or similar. • 3-5 years of experience in a similar senior administrative role. • Advanced proficiency in word processing and spreadsheet software. • Experience in payroll administration would be advantageous. • Extensive experience in managing payments, budgets, and expenditures. • Exceptional ability to manage office operations and oversee junior staff. • Advanced ability to plan, schedule, and execute office-related events. • In-depth knowledge of administrative recordkeeping practices. • Experience in handling confidential and sensitive information. • Excellent written and verbal communication skills.
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