JULY BUSINESS SERVICES LLC

Retirement Plan Consultant | Junior Associate

JULY BUSINESS SERVICES LLC · Full Time · a day ago

JULY BUSINESS SERVICES LLC

🌎 Worldwide ⭐ 0-2 yrs exp 💼 Others

Provide support for retirement plan administration, including compliance testing, trust accounting, and Form 5500 preparation. Collaborate with internal teams and external administrators to resolve plan issues and improve departmental processes.

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Retirement Plan Consultant

JULY BUSINESS SERVICES LLC · Full Time · a day ago

JULY BUSINESS SERVICES LLC

🌎 Worldwide ⭐ 2-5 yrs exp 💼 Others

Provide expert support and quality control for small to mid-sized retirement plans, focusing on compliance testing and trust accounting. Act as a subject matter expert for internal teams and plan sponsors on complex ERISA and distribution issues.

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Actuarial Services Consultant

JULY BUSINESS SERVICES LLC · Full Time · 2 months ago

JULY BUSINESS SERVICES LLC

🌎 Worldwide ⭐ 2-5 yrs exp 💼 Others

The consultant will manage a portfolio of retirement plans, ensuring accurate service delivery and compliance with regulatory requirements. They will act as a liaison between actuarial and client service teams while performing complex testing and plan valuations.

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Internal Sales Associate

JULY BUSINESS SERVICES LLC · Full Time · 4 months ago

JULY BUSINESS SERVICES LLC

🌎 Worldwide ⭐ 0-2 yrs exp 💼 Sales

The Internal Sales Associate will respond to inbound calls, build relationships with advisors, and collaborate with external sales consultants. They will also prepare retirement plan proposals and assist advisors in developing product knowledge and sales strategies.

ms-office communication client-relationship time-management sales-support

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Client Service Manager

JULY BUSINESS SERVICES LLC · Full Time · 6 months ago

JULY BUSINESS SERVICES LLC

🌎 United States ⭐ 2-5 yrs exp 💼 Others

Serve as the primary point of contact for retirement small business clients and advisors while strengthening relationships through effective communication. Monitor annual plan projects and compliance results, and proactively address client inquiries regarding their retirement plans.

tax ms-office crm communication documentation client-service compliance

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