Corporate Services Specialist
Lansdale, PA - USA
Job Summary
Position purpose The Corporate Service Associate will develop and demonstrate a basic understanding of retirement plans and Benetrends products and services with the goal of establishing corporations for new and seasoned entrepreneurs. The Corporate Service Associate will also be able to clearly communicate corporate responsibilities and state requirements.
Successful Candidates Will
Interact professionally with other employees customers and suppliers.
Work effectively as a team contributor on all assignments.
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
Be comfortable with a high volume of incorporation services and other organizational support duties Ability to work with process management systems and document/information management
Collaborate and communicate with key stakeholders
Excellent communication skills both verbal and written
Attention to detail and accuracy
Ability to work with process management systems and document/information management
Overall positive attitude a high level of professionalism and integrity
Exercise sound judgment and discretion
Responsibilities:
Prepare and file required documents to establish corporate entities including:
Articles of Incorporation
Doing Business As (DBAs)
Amendments
Dissolutions
Conversions from LLC to C-Corporation
Revocations from S-Corporation to C-Corporation
Foreign Entities
Required State Licenses
Work with clients to obtain signatures on various documents
Obtain EINs from the IRS SS-4 documentation
Organize and prepare documents for banks and other related parties
Prepare and send minutes bylaws and stock certificates to clients
Prepare and send addendums and stock certificates
Understanding of State Requirements for Corporations
Ability to clearly communicate state and corporate responsibilities to clients
Work with Registered Agents as needed
Exercising judgment in determining acceptable data
Communicate with external and internal sources as needed
Why Youll Love Working atBenetrends
We believe great employees deserve great benefits and opportunities.
What We Offer
Competitive salary and comprehensive benefits package
Medical dental and vision insurance
LTD and STD
Generous paid time off and paid holidays
Fully remote work environment
Ongoing professional development and career growth opportunities
Collaborative supportive team culture
Stable company with a strong reputation and long-tenured employee
Ready to Grow Your Career
If youre looking for a rewarding opportunity where your expertise is valued and your professional growth is encouraged wed love to connect with you.
Required Experience:
IC
About Company
Job Posting: Retirement Plan Analyst (Total Administration I)Location: Remote — Open to residents of AZ, CA, CO, FL, GA, IA, MD, MI, MA, NC, NY, NJ, OH, PA, SC,...