WHO WE ARE: KKOS Lawyers is a busy and rapidly growing law firm that assists clients nationwide from offices in Arizona, California, Utah, and Idaho. Our winning aspiration is to honor Entrepreneurs, Small Business Owners, and Investors by helping them succeed in their wealth-building journey. Daily we strive to make business, tax, estate, asset protection, and self-directing with an Attorney easy and accessible. We handle business planning, estate planning, tax planning, and self-directed retirement planning and advise entrepreneurs and real estate and crypto investors. For over 20 years since opening, we’ve helped thousands of individuals and business owners truly reach their American Dream.

POSITION MISSION: To adeptly draft and monitor all necessary documents in the retirement plan set-up process, and to solidify Client relationships by diligently overseeing and managing timely communication with Attorneys and Clients.

JOB SUMMARY: KKOS’s Cedar City Team is a close-knit group of friendly people who care about one another and celebrate each other frequently. 401k Drafters in our 401k Department diligently review Client applications, proficiently draft plan documents, compile plan binders, and communicate with Clients ensuring effective implementation of their 401k plan.

OUR IDEAL CANDIDATE: The Ideal 401k Drafter has a positive attitude, growth mindset, is easy to work with, diligent, and reliable in their delivery of excellent service. A Professional with at least 2 yrs Professional Office experience, and 2 yrs of customer service experience with strong organizational skills and demonstrated ability to proficiently navigate and respond to repetitive Client questions.

Key Duties:

o Tracking Applicant's information

o Scheduling consultations and receiving payments

o Communicating timely and effectively with internal Departments

o Managing the set-up process from consultation to signatures, filing with the IRS, and communicating with Sister Companies

o Following up with Clients and navigating a variety of Client questions

o Managing a fluctuating workload based on tax deadlines

Required Qualifications:

• People person who can deliver outstanding customer service
• Eager to learn with a willingness to be coached
• Excellent verbal and written communication
• Good attendance and punctuality
• Attention to detail
• Strong organizational skills
• Adaptable with task switching abilities
• Demonstrated ability to meet deadlines
• Working knowledge of Microsoft Office

Pay range: $17.00/hr - $19.00/hr dependent upon experience

We offer a competitive benefits package and provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.

Job Type: Full-time

Pay: $17.00 - $19.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Work setting:

• In-person
• Office

Application Question(s):

• How many years of Professional Office experience do you have and what were your primary responsibilities in those roles?
• How would this position be a better fit than your current role?
• What makes you a great problem-solver?

Ability to Relocate:

• Cedar City, UT 84720: Relocate before starting work (Required)

Work Location: In person