The Startup Retirement/Rollover Business Startup (ROBS) Specialist will assist clients in leveraging their retirement funds to start or acquire a business through Rollover Business Startup. This position involves providing advice on ROBS process, compliance requirements, and financial planning to ensure a smooth and successful business launch.
Meet with clients to understand their business goals and financial needs. Provide detailed guidance on the ROBS process, including eligibility, compliance, and financial implications.
Assist clients through entity formation (typically C-corporation or S-corporation), including establishment of a qualified retirement plan and the rollover of funds from their existing retirement accounts.
Prepare and review necessary documentation to facilitate the rollover and business startup process.
Ensure that all ROBS transactions comply with IRS regulations and Department of Labor guidelines.
Offer ongoing support to clients throughout the ROBS plan lifecycle. Address any issues or questions related to the ROBS process and assist with adjustments as needed.
Stay informed about industry trends, changes in ROBS regulations, and best practices.
Maintain up-to-date knowledge of IRA rules and regulations.
Work closely with internal teams to ensure seamless experience for clients and support overall business objectives.
Other tasks as assigned by management.
Bachelor’s degree in business, finance, accounting, or a related field (or equivalent work experience).
Previous experience in financial services, particularly in IRA administration or retirement accounts, preferred.
Commitment to delivering exceptional customer service.
Previous experience with financial software, databases, and Microsoft Office Suite products.
Strong verbal and written communication skills; ability to explain complex financial structures in simple terms.
Excellent attention to detail and accuracy.
Ability to prioritize tasks and manage time effectively.
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