Benetrends Financial

Retirement Plan Analyst- Termination Team

Benetrends Financial · Full Time · a day ago

Benetrends Financial

🌎 United States 💵 $55000 - $65000 per year ⭐ 2-5 yrs exp 💼 Others

The analyst serves as the primary contact for clients to coordinate retirement plan termination dates. They are responsible for updating plan documents and ensuring compliance with DOL and IRS regulations.

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Retirement Plan Operations Onboarding Specialist

Benetrends Financial · Full Time · 2 days ago

Benetrends Financial

🌎 United States ⭐ 2-5 yrs exp 💼 Support

Coordinate the onboarding process for ROBS clients by managing documentation, stock issuance, and capitalization activities. Provide critical support for SBA lender requirements and maintain accurate client records across internal systems.

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Sales Assistant

Benetrends Financial · Full Time · 12 days ago

Benetrends Financial

🌎 Georgia, United States ⭐ 2-5 yrs exp 💼 Sales

Provide administrative and clerical support to the sales team by managing leads and maintaining accurate sales records. Handle day-to-day communications, including answering calls, managing emails, and supporting trade show follow-ups.

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Retirement Plan Analyst (401k)

Benetrends Financial · Full Time · 15 days ago

Benetrends Financial

🌎 Georgia, United States ⭐ 2-5 yrs exp 💼 Others

Manage the day-to-day administration and compliance of a 401(k) client portfolio, serving as the primary point of contact. Handle contributions, loans, distributions, and regulatory compliance while ensuring all deadlines are met.

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