Sales Assistant

Looking to launch or grow your career in retirement services? Whether you're starting out or ready to step into more responsibility, this position gives you hands-on experience with retirement plan operations, corporate formation, and client onboarding—while being part of a mission-driven team that guides clients through a life-changing process. Step into a stable, Monday–Friday role with real growth potential and purpose.

Location : Fort Worth, TX 76164 | Onsite

Compensation & Schedule

22–24 / hr

8 : 30 AM – 5 : 00 PM

Key Responsibilities

Prepare documentation to form corporations and open retirement plan accounts (EINs, Articles of Incorporation, plan docs, stock certificates)

Coordinate communication with clients and financial institutions; return client calls / emails on behalf of team

Educate clients on funding, rollover processes, basic plan responsibilities, and regulatory obligations

Facilitate smooth asset transfers, timely rollovers, and stock issuance in compliance with IRS / ERISA requirements

Manage document flow, ensure accurate client deliverables, and support plan-specific circumstances (e.g., Control Group, HCE, RMD)

Track project milestones, update stakeholders, and proactively troubleshoot to maintain timelines

Refer clients to preferred service providers and support internal compliance efforts

Minimum Qualifications

High school diploma or equivalent

2+ years in administrative, financial services, or retirement plan processing preferred (Assistant requires no direct experience)

Proficiency with Microsoft Office; CRM experience a plus

Excellent verbal / written communication and client support skills

Demonstrated ability to manage high-volume tasks with accuracy and urgency

Core Tools & Systems

Microsoft Office Suite (Outlook, Excel, Word)

Plan Document Generation System

CRM platform (e.g., Salesforce or similar)

Internal portals for account opening and compliance tracking

Preferred Skills

Familiarity with ROBS or 401(k) business funding structures

Exposure to plan design elements and IRS compliance

Experience working across internal teams to manage client-facing processes

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