Onboarding Document Specialist

Remotedxb; Dubai; On-site; AED 180,000 - 240,000; Full time

Benefits offered by this job

Flexible work options

Unlimited PTO

Health, dental, vision, life, and DIS

Growth and career development

Incentive bonus programs

Job summary

Remotedxb in Dubai is seeking an onboarding specialist focused on retirement plans to prepare, review, and coordinate documents such as adoption and trust agreements. You will manage onboarding workflows from start to finish and ensure accuracy and IRS/ERISA compliance.

Ideal candidates have 1–3+ years in retirement plans or TPA operations, exceptional attention to detail, and strong communication skills. This role emphasizes collaboration with advisors and clients to meet timelines and improve

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• 1–3+ years of experience in retirement plans, TPA operations, or financial services.
• Strong attention to detail and commitment to accuracy.
• Highly organized with ability to manage multiple priorities and deadlines.
• Strong written and verbal communication skills.
• Proactive and collaborative approach.

Responsibilities

• Prepare, review, and coordinate retirement plan documents including adoption agreements and trust agreements.
• Manage onboarding workflows from initial preparation through execution.
• Review documents for accuracy and compliance with IRS and ERISA requirements.
• Partner with advisors and clients to gather information and maintain onboarding timelines.
• Perform detailed quality checks to identify discrepancies or missing information.
• Maintain accurate digital records and update plan information in internal systems.
• Identify opportunities to improve onboarding processes and efficiency.

Skills

Attention to detail

Time management

Communication skills

Proactive collaboration

Education

Bachelor's degree in Finance or Business

Tools

FT William

Relius

ASC

PensionPro

Job description

Responsibilities

• Prepare, review, and coordinate retirement plan documents including adoption agreements and trust agreements
• Manage onboarding workflows from initial preparation through execution
• Review documents for accuracy and compliance with IRS and ERISA requirements
• Partner with advisors and clients to gather information and maintain onboarding timelines
• Perform detailed quality checks to identify discrepancies or missing information
• Maintain accurate digital records and update plan information in internal systems
• Identify opportunities to improve onboarding processes and efficiency

Requirements

• Bachelor's degree in Finance, Business, or a related field, or equivalent experience
• 1-3+ years of experience in retirement plans, TPA operations, or financial services
• Strong attention to detail and commitment to accuracy
• Highly organized with ability to manage multiple priorities and deadlines
• Strong written and verbal communication skills
• Proactive and collaborative approach

Preferred Qualifications

• Experience with 401(k), qualified retirement plans, or 3(16) services
• Familiarity with IRS and ERISA requirements
• Experience with TPA systems such as FT William, Relius, ASC, or PensionPro
• ASPPA credentials such as QKA or QKC

Benefits

• Flexible workplace options
• Flexible PTO including unlimited options
• Comprehensive health, dental, vision, life, and disability coverage
• Growth and career development support
• Incentive bonus programs