Job Description

Job Description

Job Description

Looking to launch or grow your career in retirement services? Whether you're starting out or ready to step into more responsibility, this position gives you hands-on experience with retirement plan operations, corporate formation, and client onboarding—while being part of a mission-driven team that guides clients through a life-changing process. Step into a stable, Monday–Friday role with real growth potential and purpose.

Location: Fort Worth, TX 76164 | Onsite

Compensation & Schedule

• $23–25/hr
• 8:30 AM – 5:00 PM

Key Responsibilities

• Prepare documentation to form corporations and open retirement plan accounts (EINs, Articles of Incorporation, plan docs, stock certificates)
• Coordinate communication with clients and financial institutions; return client calls/emails on behalf of team
• Educate clients on funding, rollover processes, basic plan responsibilities, and regulatory obligations
• Facilitate smooth asset transfers, timely rollovers, and stock issuance in compliance with IRS/ERISA requirements
• Manage document flow, ensure accurate client deliverables, and support plan-specific circumstances (e.g., Control Group, HCE, RMD)
• Track project milestones, update stakeholders, and proactively troubleshoot to maintain timelines
• Refer clients to preferred service providers and support internal compliance efforts

Minimum Qualifications

• High school diploma or equivalent
• 2+ years in administrative, financial services, or retirement plan processing preferred (Assistant requires no direct experience)
• Proficiency with Microsoft Office; CRM experience a plus
• Excellent verbal/written communication and client support skills
• Demonstrated ability to manage high-volume tasks with accuracy and urgency

Core Tools & Systems

• Microsoft Office Suite (Outlook, Excel, Word)
• Plan Document Generation System
• CRM platform (e.g., Salesforce or similar)
• Internal portals for account opening and compliance tracking

Preferred Skills

• Familiarity with ROBS or 401(k) business funding structures
• Exposure to plan design elements and IRS compliance
• Experience working across internal teams to manage client-facing processes

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Company Description

CornerStone Staffing has been servicing the Dallas-Fort Worth metroplex since 1991. We are committed to supporting our community through our core values of compassion, integrity, self discipline, and faith.

CornerStone currently has 11 offices across the Metroplex to serve your needs. If you are a job seeker looking for short-term supplemental income or a full-time position that will launch a new career, we can assist you in finding the right opportunity!

Company Description

CornerStone Staffing has been servicing the Dallas-Fort Worth metroplex since 1991. We are committed to supporting our community through our core values of compassion, integrity, self discipline, and faith.\r\n\r\nCornerStone currently has 11 offices across the Metroplex to serve your needs. If you are a job seeker looking for short-term supplemental income or a full-time position that will launch a new career, we can assist you in finding the right opportunity!

Job Tags

Full time, Temporary work, Second job, Monday to Friday,

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