Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Post and Distribute
Your Jobs
ARPA Webcasts

Featured Jobs

HR Specialist - Compensation & Benefits

American Century Investments
(Kansas City MO / KS)

American Century Investments logo

DC/DB Retirement Plan Administrator

Steidle Pension Solutions, LLC
(Remote / NJ / PA)

Steidle Pension Solutions, LLC logo

ERISA Attorney - Qualified Plan Associate

Trucker Huss, APC
(San Francisco CA / Los Angeles CA)

Trucker Huss, APC logo

Senior ERISA Compliance Specialist

Hooker & Holcombe
(Remote / Bloomfield CT)

Hooker & Holcombe logo

Senior Implementation Manager

Ubiquity Retirement + Savings
(Remote / San Francisco CA / AZ / CO / FL / IL / KY / LA / MA / MS / NC / NJ / NV / NY / OH / OR / RI / SC / TN / TX / WA)

Ubiquity Retirement + Savings logo

401(k) / DB Sales

Farmer & Betts, Inc.
(Tacoma WA / GA)

Farmer & Betts, Inc. logo

Defined Benefit Pension Administrator

Actuaries Unlimited, Inc.

Actuaries Unlimited, Inc. logo

Product Support Specialist / Wolters Kluwer
(Remote) / Wolters Kluwer logo

Distribution Specialist

Spectrum Employee Benefits, Inc.
(Remote / MN / ND / SD / WI)

Spectrum Employee Benefits, Inc. logo

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date

Installation Coordinator

July Business Services

in Remote / Waco TX

Logo for July Business Services

General Description
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: 

  • Serve as the project manager on new relationship installations with effective communication with all parties involved
  • Utilize our expertise through high-level consulting on industry and compliance topics
  • Communicate the procedures of plan operations in an understandable and effective manner
  • Create appropriate expectations for the client and the advisor throughout the installation process
  • Educate plan sponsors of plan highlights and new operational processes
  • Manage and review of operational processes completed by our staff
  • Work in a team environment with other internal departments to complete various projects
  • Continually evaluate within a team environment on improvements for the installation process and the overall client experience

Skills / Experience / Credentials: 

  • College degree preferred or equivalent work experience
  • Client focused and host personality with the ability to understand the complex details of database setup, detailed internal operation process and complex industry regulations
  • ASPPA Certifications preferred / must be willing to obtain QKA credential with 24 months
  • Excellent interpersonal skills and project management skills are a must!

JULY Benefits

  • 401(k) Plan with fully vested 5% employer match
  • Company pays 100% of employee health insurance
  • Three weeks of Paid Time Off
  • Pre-Tax Flexible Spending Plan

How to Apply

Email your resume to  

View All Jobs, Sorted by Date

Manage This Listing (employer only)

© 2021, Inc.