Job Overview - The Paralegal will assist clients in leveraging their retirement funds to start or acquire a business through the Rollover Business Startup (ROBS) process, while also managing compliance and regulatory matters related to Individual Retirement Accounts (IRAs) and other retirement plans. This position involves providing expert advice on ROBS procedures, compliance requirements, and financial planning to ensure a smooth and successful business launch, as well as monitoring, interpreting, and applying regulatory standards to ensure all IRA-related activities adhere to both internal policies and external regulations.
Job Structure Details
Benefits
For Qualification, Requirements, Responsibilities & Duties, please see link to review and to apply:
https://irafinancialsf.hireclick.com/jb/paralegal-entity-management/view/205272
