Remote Onboarding Consultant – Retirement Plans

Ascensus; Orlando (FL); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) match

Medical, Dental, Vision

Paid-Time-Off

Job summary

A leading financial services provider seeks an Onboarding Consultant to launch retirement plans. You will oversee the process from sales to go-live, maintaining client communication and delivering training. Ideal candidates will have a Bachelor's degree, client service experience, proficiency in Microsoft Office, and strong analytical abilities. Benefits include a $50,000 – $70,000 salary, 401(k) match, and remote work opportunities.

Qualifications

• 1–3 years of experience in financial services or retirement services.
• 2+ years experience with Datair or a similar system preferred.
• Basic knowledge of ERISA, DOL, and IRS regulations.

Responsibilities

• Design validation, data collection, asset conversion oversight, and account setup.
• Serve as primary contact for clients and advisors throughout onboarding.
• Deliver client training and support to meet deadlines.

Skills

Client service skills

Analytical abilities

Problem-solving abilities

Communication skills

Proficiency in Microsoft Office Suite

Education

Bachelor’s degree in Accounting, Business Administration, Mathematics or equivalent

Job description

A leading financial services provider seeks an Onboarding Consultant to launch retirement plans. You will oversee the process from sales to go-live, maintaining client communication and delivering training. Ideal candidates will have a Bachelor's degree, client service experience, proficiency in Microsoft Office, and strong analytical abilities. Benefits include a $50,000 – $70,000 salary, 401(k) match, and remote work opportunities.