Review and update client account information (valuations, LLC dissolutions, receivership assets).
Identify and assess client submissions to ensure compliant results.
Provide accurate, valid information using company procedures.
Maintain records of client submissions and file documents.
Follow communication procedures, guidelines and policies.
Other duties as assigned to support the team and organization.

🎯 Requirements

Knowledge of IRS retirement account regulations.
Strong written and verbal communication skills.
Proficiency with Microsoft Office.
Strong organizational, multi-tasking, prioritization and time management.
Ability to work under pressure, self-motivated and resourceful.
Must be able to sit/stand in office or remote setting for long periods.

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