Teams at July Business Services

Provides client service and retirement-plan administration for owner-only 401(k) plans. Responsibilities include answering sponsor and advisor questions, managing plan tasks and communications, supporting compliance projects, coordinating plan setup and termination activities, processing distributions and amendments, completing required tax returns, documenting client work, and handling inbound and outbound calls.

Own multi-state payroll, HRIS administration, reporting, compliance, benefits, leave administration, and employee lifecycle processes for a 240+ employee organization. Manage Paycom data, access, configuration, audits, and analytics; partner with Accounting on payroll reconciliations, tax registrations, general-ledger mapping, and benefit allocations. Lead open enrollment, support audits, mentor an HR Operations Specialist, and serve as an internal HRIS and payroll subject matter expert.

Build and manage relationships with retirement plan advisors and sponsors across a defined territory. Drive new retirement plan sales, provide retirement plan design expertise, manage the sales pipeline, partner with internal and channel sales teams, and participate in marketing events. The role emphasizes in-person relationship building, territory expansion, client consultations, and travel of approximately 20–30%.