SoloK Associate

October 5, 2026

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SoloK Associate

Summary…

July Business Services (JULY) is seeking an individual for SoloK Associate. In this role, you will enjoy the unique challenge of learning about owner only 401(k) plans (SoloK). You will put this retirement plan knowledge and client service skills to work alongside a team of other SoloK plan professionals. As you gain experience and demonstrate excellence, you will have the opportunity for additional career opportunities at JULY based on your personal strengths and interests.

The Gig…

Serve on a team providing services for SoloK retirement clients and advisors
Respond to plan sponsors and advisors’ questions related to all aspects of their retirement plan in a timely manner
Monitor and complete tasks, emails and phone calls as assigned related to SoloK plans
Assist in the completion of annual compliance project needs
Coordinate with internal and external partners to support operational compliance and completion of projects including setting up, terminating, distributing, amending, and completing required tax returns
Be an in-house resource for all JULY team members regarding SoloK plans
Maintain documentation on client projects and responses within JULYs software
Utilize a phone queue system to efficiently handle inbound and outbound call volume

Our Needs…

2+ Years of Client Service or Retirement Plan Experience
Ability to explain complex compliance items in a clear and understandable manner
Professional and concise verbal, non-verbal, and written communication skills
Strong attention to detail and sense of urgency
Builder of collaborative rapport with stellar interpersonal and relationship management skills
Exceptionally organized individual who juggles multiple projects with minimal oversight
Self-starting, resourceful, solution seeker who works well independently
Can do, client focused attitude who thrives on accountability, credibility, and trustworthiness
Team player with willingness to do no matter how small or large the task
Positive attitude

Our Wants…

Bachelor’s Degree
Desire to deliver the best internal and external client service possible
Dedicated employee who finds enjoyment in service with a smile
Ability to handle difficult conversations in a positive and professional manner

Our Values…

Build a winning culture
Pursue excellence
Deliver WOW service
Foster strong relationships
Have a servant’s heart
Drive innovation

We know that if we live our values, we will serve our mission of transforming small business retirement plans through innovation, expertise, and service and achieve our vision of enriching lives by shaping the future of retirement.

Our Benefits…

401(k) Plan with fully vested 5% employer match
Company pays 100% of employee health insurance
Generous Paid Time Off
Ability to work remotely

About JULY…

JULY is a growing financial technology retirement plan services company that partners with institutions and financial advisors to design and implement successful retirement plan strategies. We combine innovation and technology with hands on service to make retirement plans easy for our clients including 7,000+ small and mid-sized employers, representing 150,000+ plan participants.

In addition to our Waco, TX headquarters, we support a thriving virtual workforce. Our unmatched, value driven environment promotes talent development and career growth with competitive salaries and generous benefits, resulting in a people centric employee experience. Together, we will shape the future of retirement for JULY’s team, clients, partners, and plan participants.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

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When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

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With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

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Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

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Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...