Job Description

Looking to launch or grow your career in retirement services? Whether you're starting out or ready to step into more responsibility, this position gives you hands-on experience with retirement plan operations, corporate formation, and client onboarding—while being part of a mission-driven team that guides clients through a life-changing process. Step into a stable, Monday–Friday role with real growth potential and purpose.

Location:  Fort Worth, TX 76164 | Onsite

Compensation & Schedule

• $23–25/hr
• 8:30 AM – 5:00 PM

Key Responsibilities

• Prepare documentation to form corporations and open retirement plan accounts (EINs, Articles of Incorporation, plan docs, stock certificates)
• Coordinate communication with clients and financial institutions; return client calls/emails on behalf of team
• Educate clients on funding, rollover processes, basic plan responsibilities, and regulatory obligations
• Facilitate smooth asset transfers, timely rollovers, and stock issuance in compliance with IRS/ERISA requirements
• Manage document flow, ensure accurate client deliverables, and support plan-specific circumstances (e.g., Control Group, HCE, RMD)
• Track project milestones, update stakeholders, and proactively troubleshoot to maintain timelines
• Refer clients to preferred service providers and support internal compliance efforts

Minimum Qualifications

• High school diploma or equivalent
• 2+ years in administrative, financial services, or retirement plan processing preferred (Assistant requires no direct experience)
• Proficiency with Microsoft Office; CRM experience a plus
• Excellent verbal/written communication and client support skills
• Demonstrated ability to manage high-volume tasks with accuracy and urgency

Core Tools & Systems 

• Microsoft Office Suite (Outlook, Excel, Word)
• Plan Document Generation System
• CRM platform (e.g., Salesforce or similar)
• Internal portals for account opening and compliance tracking

Preferred Skills

• Familiarity with ROBS or 401(k) business funding structures
• Exposure to plan design elements and IRS compliance
• Experience working across internal teams to manage client-facing processes

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