Hybrid Retirement Plan Onboarding Specialist

Cetera Financial Group; Dallas (TX); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) plan

Parental leave

Job summary

Cetera Financial Group is seeking a Retirement Plan Onboarding Associate in a hybrid role based in Dallas, TX. The position focuses on coordinating required information and documentation across advisors, clients, and internal teams to ensure accurate, timely onboarding per established procedures and retirement plan requirements.

You will review documents, follow up on missing items, and resolve routine onboarding questions, contributing to a consistent advisor/client service experience and

Qualifications

• High school diploma or GED required.
• 1+ year of experience in financial services, retirement plan administration, onboarding, operations, document review, or related administrative support.

Responsibilities

• Coordinate onboarding information and documents through approved workflows.
• Review plan documents for completeness and accuracy.
• Follow up with advisors and clients to obtain missing items.
• Maintain onboarding records in designated systems and repositories.
• Respond to routine onboarding inquiries with clear, timely communication.

Skills

Onboarding experience

Administrative support

Document review

Financial services awareness

Education

High school diploma or GED

Tools

DocuSign

Salesforce

PensionPro

Job description

Cetera Financial Group is seeking a Retirement Plan Onboarding Associate in a hybrid role based in Dallas, TX. The position focuses on coordinating required information and documentation across advisors, clients, and internal teams to ensure accurate, timely onboarding per established procedures and retirement plan requirements.

You will review documents, follow up on missing items, and resolve routine onboarding questions, contributing to a consistent advisor/client service experience and