Defined Contribution Account Manager
Nova 401(k) Associates
(Houston TX / Dallas TX / Scottsdale AZ / Telecommute)
ESOP Valuation Writer
Unique ESOP Valuation Provider
Retirement Plan Processor
T Bank NA
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in Waco TX / Chicago IL / Kansas City KS / Portland OR / Seattle WA / Denver CO / Telecommute
July Business Services is a national retirement plan services firm headquartered in Waco, Texas. JULY provides high quality plan administration services, offers an open recordkeeping platform, and provides integrated payroll services to investment advisors, employers, and employees across the U.S.
We are seeking candidates for the position of Installation Coordinator to work on a team with other retirement plan professionals and to be responsible for proactively guiding new clients through the installation process, accurately and efficiently, while providing friendly service and setting the stage for a long-term relationship with JULY.
Objectives and Duties:
Skills / Experience / Credentials: