Fort Worth, TX
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
$22–24/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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