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Jobs at Benetrends Financial (Now Hiring) — 3 open

Benetrends Financial logoBenetrends Financial

Corporate Paralegal/Incorporator

Upper Gwynedd Township, Pennsylvania, United States · Remote OK

Mid level

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 seasone…

Skills: Corporate Incorporation, Legal Document Preparation, State Filing Requirements, IRS EIN Procurement, Corporate Governance

Benetrends Financial logoBenetrends Financial

Retirement Plan Analyst (401k) – Remote

Upper Gwynedd Township, Pennsylvania, United States · Remote OK

Mid level

Retirement Plan Analyst 401 (k) Fully Remote | Must Reside in: AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or UT Join a Team Where Your Expertise Makes a Difference Benetrends Financial is seeking an expe…

Skills: 401(k) Plan Administration, Retirement Plan Compliance, IRS Regulations, ERISA Regulations, ADP/ACP Testing

Benetrends Financial logoBenetrends Financial

Retirement Plan Operations Onboarding Specialist

Upper Gwynedd Township, Pennsylvania, United States · Remote Solely

Mid level

Retirement Plan Operations Onboarding Specialist Location: Fully Remote (US) Schedule: Monday–Friday, 8:00 AM – 5:00 PM (occasional after-hours support as needed) About the Role We are seeking a highly organized and deta…

Skills: Client Communication, Documentation Review, Stock Issuance, Capitalization Management, SBA Lender Support

Benetrends Financial logo

Corporate Paralegal/Incorporator

Benetrends Financial

Upper Gwynedd Township, Pennsylvania, United States • Remote OK

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Mid level

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  • Full-time
  • Medical Insurance, Dental Insurance, Vision Insurance, Long Term Disability, Short Term Disability, Paid Time Off
  • Posted 3d ago
  • ~40 hrs/week

Responsibilities

The role involves preparing and filing legal documents to establish corporate entities, including articles of incorporation and DBAs. It also requires managing corporate records, obtaining EINs from the IRS, and communicating state requirements to clients.

Requirements

Candidates must be able to work independently and as a team while managing a high volume of incorporation services. Strong communication skills, attention to detail, and the ability to use process management systems are essential.

Full job description

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.

Related keywords

Corporate ParalegalIncorporatorArticles Of IncorporationDBALLCC-CorporationS-CorporationForeign EntitiesEINIRSBylawsStock CertificatesRegistered AgentsCorporate GovernanceLegal Filings

About Benetrends Financial

LinkedInVisit site

Funding your business. Fueling your growth.

Industry
Financial Services
Company size
51-200 employees
Founded
1983
Headquarters
Lansdale, Pennsylvania
LinkedIn followers
4,843

Benetrends Financial offers a full suite of small business funding options to help entrepreneurs get the funding they need for their franchise or small business startup. Benetrends originated 401(k)/ROBS rollover funding, helping over 12,000 entrepreneurs in the last 35 years, with our revolutionary Rainmaker Plan®. The Rainmaker allows an entrepreneur to use their qualified retirement plan to purchase, or recapitalize a business or franchise, tax-deferred and penalty-free. While the acclaimed Rainmaker Plan remains the company's flagship product, Benetrends offers access to a complete range of financing solutions and tools to help entrepreneurs fund their business ventures. These include SBA loans, conventional business loans with fixed or variable rate financing options, term loans for funding growth, securities-backed line of credit, retirement plan design, equipment leasing, and many more financing resources that make the most of opportunities while minimizing risk. History of the Rainmaker... According to the tradition of the American Indian, the rainmaker used magical powers to bring the rain that nourished the crops and fed the people. Today, rainmakers are known as individuals who bring revenue into organizations. They are responsible for growth, for prosperity, and for the well-being of their employees. At Benetrends, we help rainy-day savers become rainmakers.

Offices: 1684 S Broad St, Suite 130, Lansdale, Pennsylvania 19446, US

401(k) / IRA Rollover fundingSBA LoansROBS (Rollovers as Business Startups)Small Business Loansand Franchise Loans
View all jobs at Benetrends Financial

About Benetrends Financial

LinkedInVisit site

Funding your business. Fueling your growth.

Industry
Financial Services
Company size
51-200 employees
Founded
1983
Headquarters
Lansdale, Pennsylvania
LinkedIn followers
4,843

Benetrends Financial offers a full suite of small business funding options to help entrepreneurs get the funding they need for their franchise or small business startup. Benetrends originated 401(k)/ROBS rollover funding, helping over 12,000 entrepreneurs in the last 35 years, with our revolutionary Rainmaker Plan®. The Rainmaker allows an entrepreneur to use their qualified retirement plan to purchase, or recapitalize a business or franchise, tax-deferred and penalty-free. While the acclaimed Rainmaker Plan remains the company's flagship product, Benetrends offers access to a complete range of financing solutions and tools to help entrepreneurs fund their business ventures. These include SBA loans, conventional business loans with fixed or variable rate financing options, term loans for funding growth, securities-backed line of credit, retirement plan design, equipment leasing, and many more financing resources that make the most of opportunities while minimizing risk. History of the Rainmaker... According to the tradition of the American Indian, the rainmaker used magical powers to bring the rain that nourished the crops and fed the people. Today, rainmakers are known as individuals who bring revenue into organizations. They are responsible for growth, for prosperity, and for the well-being of their employees. At Benetrends, we help rainy-day savers become rainmakers.

Offices: 1684 S Broad St, Suite 130, Lansdale, Pennsylvania 19446, US

401(k) / IRA Rollover fundingSBA LoansROBS (Rollovers as Business Startups)Small Business Loansand Franchise Loans
View all jobs at Benetrends Financial

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