Career
Opportunities

The 401(k) Plan Administrator for Tenet Financial Group administers and coordinates retirement plans for small businesses in accordance with policies, goals, and objectives established by the Chief Executive Officer (CEO) and Board of Directors. This includes, but is not limited to: Plan design and qualification, ADP/ACP testing, top heavy and coverage testing, contribution calculations for match, profit sharing and safe harbor, distribution and loan calculations, preparation of IRS Form 5500 and IRS Form 5558, preparation of IRS Form 1099-R, valuation/compliance reports, and asset reconciliation and trust accounting.

The primary job duty encompasses all aspects of 401(k) plan administration for a personal block of clients. This includes all client communication to help lead clients through the annual cycle of collecting, processing, and filing accurate data. It also includes working with team members and clients to ensure completion of all IRS compliance testing and filings by the required annual deadlines.

The 401(k) Plan Administrator is exposed to highly sensitive client and service information, and works in an intense, fast-paced, multi-tasking environment. Critical thinking, high attention to detail, accuracy, sound judgment, strong communication and follow-up skills, exceptional organizational skills, problem solving ability, knowledge of retirement plan administration and IRS regulations, and a positive and professional attitude are all vital to success in this position.

Benefits:

• Safe Harbor 401(k) Retirement Plan
• Paid vacations, sick time, and holidays
• Remote working environment
• Emphasis on work/life balance
• Exposure to major national brands

Daily Responsibilities:

• Reconciliation of 401(k) plan assets
• Determination of participant eligibility
• Annual IRS compliance testing
• Preparation of IRS Forms
• Plan Documents and Restatements
• Ability to effectively communicate retirement plan, IRS, and DOL related information via phone and email
• Schedule and maintain a calendar of appointments, meetings, and deadlines
• Initiate phone calls, emails, and follow-up conversations
• Resolve routine and complex inquiries and problems requiring in-depth knowledge of retirement plans, IRS regulations, organizational policies, procedures & projects in progress
• Gather, compute, summarize and analyze data for special reports

Qualifications:

• 2+ years experience in retirement plan administration services is preferred, QKA ideal
• Retirement Plan Administration background as well as IRS and DOL regulation knowledge is preferred
• Franchise Industry knowledge is preferred
• Ability to manage multiple projects and tasks simultaneously
• Ability to work independently with manager review, as well as with team members
• Must have an inherent drive to succeed along with a competitive spirit
• Excellent written and verbal communication skills, as well as organizational skills
• Possess high level of administrative and secretarial skills and versatility in use of related office software
• Ability to research and resolve client issues
• Ability to quickly learn new programs and technology as needed
• Social personality and genuine amiability with people
• The ability to work as part of a team
• Foster/promote a positive image and professional appearance
• Ability to meet deadlines

Minimum Education:

• Bachelor’s degree
• Experience may substitute for minimum education requirements

Software:

• Word processing, required
• Full Microsoft Office, required
• Adobe Acrobat Professional, required
• 10-Key, required

Equipment Needed:

• Phone
• Computer and Monitor
• Copier, printer, scanner
• Internet Connection

Working Environment/Conditions:

• 8:00am-5:00pm Mon-Fri
• Subject to many interruptions
• Subject to varying and unpredictable situations
• Handles multiples tasks simultaneously
• Frequent pressure due to multiple calls and inquiries
  
  Compensation will be commensurate with experience and qualifications. Please email resume to: info@tenetfinancialgroup.com.

The Client Service Representative for Tenet Financial Group works directly on plan documents, including processing ROBS/401(k) documents, state and IRS documentation and plays a critical role in client onboarding and initial set-up.

This position leads, directs, creates, and implements processes and procedures in the following functions and/or business activities:

• Operations
• Information Systems
• New Business Coordination
• Communications
• Other tasks, as needed

The Client Service Representative is exposed to highly sensitive service information and works in an intense and fast-paced environment. Critical thinking, sound judgment, a positive and professional attitude, and exceptional grammatical and organizational skills are all vital to success in this position.

Essential Functions:

• Participates in the development, preparation and submission of highly sensitive paperwork
• Applies accuracy and attention to detail to all documentation
• Compiles and analyzes data for special reports
• Plans, organizes, and prioritizes special projects
• Has regular exposure to highly confidential information and files
• Maintains discrepancy for all clients and projects

Qualifications:

• Ability to manage multiple projects simultaneously
• Excellent written and verbal communication skills
• Ability to articulate new or complex concepts to business partners and customers
• Ability to quickly learn new programs and technology as needed
• Absolutely must have an inherent drive to succeed along with a competitive spirit
• Social personality and genuine amiability with people
• The ability to work as part of a team
• Excellent organizational skills
• Foster/promote a positive image and professional appearance
• Possesses high level of administrative and secretarial skills and versatility in use of PCs and related office software

Minimum Education:

• Bachelor’s degree
• Experience may substitute for minimum education requirements

Software:

• Word processing, required
• Full Microsoft Office, required
• Adobe Acrobat

Machines/Equipment:

• Phone, fax, email
• Personal Computer
• Photocopier/Scanner
• CRM/Sales Portals

Working Environment/Conditions:

• Part-time hours
• Positive work-life balance
• Subject to interruptions
• Handles multiples tasks simultaneously

Compensation may be commensurate with experience and qualifications. Please email resume to info@tenetfinancialgroup.com.

Sales Consultants for Tenet Financial Group must possess the desire to help aspiring entrepreneurs and business owners obtain and maintain working capital to successfully operate and grow their businesses. Our consultative approach means we are not “selling” funding products; rather, we educate clients about their options so that they can make an informed funding decision that best suits their needs. We then help them secure an option(s) based on our consultation with them. Sales Consultants must be professional, thorough, patient and resourceful when working with clients, many of whom are completely unfamiliar with the capitalization portion of funding a business.

This position is responsible for supporting existing clients while also gaining new clients for Tenet Financial Group. In addition, Sales Consultants develop and maintain business relationships with referral sources and other industry influencers who have a direct impact on generating new clients for the company.

Sales Consultants are exposed to highly sensitive service information and work in an intense and fast-paced environment. Critical thinking, sound judgment, exceptional organizational skills, and a positive attitude are all vital to success in this position.

Essential Functions:

• Understand and model the company’s vision, mission and values in everyday work life
• Promote, inform and consult with potential clients on multiple funding options, including all aspects of each option (debt vs. non-debt funding, collateral, credit, terms, etc.)
• Conduct initial funding consultation as well as further consultation as the client moves through the exploration phase and communicate with client referral source as required
• Management of the full sales cycle from initial inquiry to onboarding to final installation of new client business
• Understands the importance of and seeks to develop a trust-based referral relationship with Franchise Brokers, Franchisors and other referral sources

Qualifications:

• Ability to articulate new or complex concepts to business partners and clients
• Ability to quickly learn new programs and technology as needed including virtual tradeshow platforms
• Results-oriented mindset with drive to succeed along with a competitive spirit
• Social personality and genuine amiability with people
• Self-starter with the motivation to work independently from a remote site and with other remote team members
• Ability to learn software systems that support the sales process including CRM tool, Calendar software and phone system
• B2B and B2C sales experience
• Franchise Industry experience required
• ROBS 401(k) Plan knowledge is preferred 
• Business Consulting and Expansion knowledge is preferred
• Ability to manage multiple projects/tasks simultaneously
• High attention to detail
• Excellent written, verbal and organizational skills
• Ability to research and resolve client issues
• The ability to work as part of a team
• Foster/promote a positive image and professional appearance

Minimum Education:

• Bachelor’s degree
• Certifications not required

Software:

• Full Microsoft Office, required
• Adobe Acrobat Professional, required
• Google – Calendar, Docs, Sheets

Equipment Needed:

• Phone
• Computer and monitor
• Copier, printer, scanner
• Internet Connection

Working Environment/Conditions:

• Subject to many interruptions
• Subject to varying and unpredictable situations
• Handles multiples tasks simultaneously
• Frequent pressure due to multiple calls and inquiries

Please email resume to: info@tenetfinancialgroup.com