Corporate Services Specialist

Job Summary

To support new and seasoned entrepreneurs, the fully remote Corporate Services Specialist will prepare and file corporate documents, communicate state requirements, and assist clients in establishing corporate entities.

Key responsibilities

• Prepare and file documents such as Articles of Incorporation, amendments, and dissolution papers
• Work with clients to obtain necessary signatures and organize documentation for banks and related parties
• Clearly communicate corporate responsibilities and state requirements to clients

Required qualifications

• Basic understanding of retirement plans and corporate services
• Experience with process management systems and document management
• Ability to work independently and collaboratively with stakeholders
• Familiarity with state requirements for corporations
• Professional demeanor with sound judgment and discretion