IRA Financial

Job Overview

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.

Job Structure Details

• On-Site, Sioux Falls, SD
• Full Time, Monday-Friday, no nights or weekends
• Non-Exempt/Hourly

Benefits

• Health, Dental, Vision Insurance
• 401(k) Employer Contribution of 4%
• Health Savings Account (H.S.A.) Employer Contribution
• Paid Time Off, Volunteer and Birthday Time Off
• Parental Leave
• Paid 30 Minute Lunch
• Catered lunch every Monday
• Monthly 15-minute massage

Responsibilities & Duties

• 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.

Qualifications & Requirements

• 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.