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 (DBA’s)
• Amendments
• Dissolution's
• 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 EIN’s 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 You'll Love Working at Benetrends
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 you're looking for a rewarding opportunity where your expertise is valued and your professional growth is encouraged, we'd love to connect with you.
Skills Required
- Basic understanding of retirement plans and corporate formation products and services
- Ability to prepare and file corporate formation, amendment, dissolution, conversion, licensing, and related documents
- Understanding of state requirements for corporations
- Ability to clearly communicate corporate responsibilities and state requirements to clients
- Ability to obtain EINs and prepare IRS SS-4 documentation
- Excellent verbal and written communication skills
- High attention to detail and accuracy
- Ability to work with process management and document or information management systems
- Ability to work independently and collaboratively as part of a team
- Professionalism, integrity, sound judgment, and discretion
What We Do
Benetrends Financial provides long-term small-business funding and lending solutions for entrepreneurs, franchises, startups, and existing businesses. Its flagship Rainmaker Plan® uses 401(k) or IRA retirement funds to finance or recapitalize a business on a tax-deferred, penalty-free basis. The company also offers SBA and conventional loans, growth financing, securities-backed credit, equipment leasing, retirement-plan services, business planning, insurance, and payroll support.
