Onboarding Document Specialist

Strongpoint Partners; United States; Remote; USD 60,000 - 85,000; Full time

Benefits offered by this job

Flexible workplace options

Flexible PTO including unlimited PTO

Comprehensive health, dental, vision,

Career development support

Incentive bonus programs

Job summary

Strongpoint Partners is seeking a detail-focused retirement plan onboarding coordinator to prepare documents, coordinate onboarding workflows, and ensure IRS/ERISA compliance.

You will partner with advisors and clients, perform quality checks, maintain digital records, and seek opportunities to improve processes. A bachelor's degree and 1–3+ years in retirement plans or financial services are preferred.

Qualifications

• Bachelor's degree or equivalent experience 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

Organizational skills

Written communication

Verbal communication

Proactive mindset

Collaboration

Time management

Education

Bachelor's degree in Finance/Business/related field

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