Remote Onboarding Ops Specialist - ROBS & Retirement Plans

Benetrends Financial; Lansdale (Montgomery County); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Generous PTO and paid holidays

Fully remote work environment

Job summary

Benetrends Financial is looking for a highly organized Onboarding Operations Specialist to support the ROBS onboarding process. This fully remote position requires strong attention to detail and the ability to manage client communications and documentation efficiently.

The ideal candidate will play a pivotal role in ensuring compliance and delivering a smooth onboarding experience, involving stock issuance and SBA lender requirements. Competitive compensation and a collaborative team environment are offered.

Qualifications

• Strong attention to detail and organizational skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Manage outreach campaigns to collect onboarding documentation.
• Perform detailed quality reviews of client documents.
• Prepare complete documentation packages for SBA lenders.
• Maintain accurate client records across systems.

Skills

Attention to detail

Organizational skills

Communication abilities

Customer service skills

Problem-solving skills

Proficiency in Microsoft Office

Education

Associate’s or Bachelor’s degree in Business, Finance, Accounting, or related field

Tools

CRM systems

Document management systems

Job description

Benetrends Financial is looking for a highly organized Onboarding Operations Specialist to support the ROBS onboarding process. This fully remote position requires strong attention to detail and the ability to manage client communications and documentation efficiently.

The ideal candidate will play a pivotal role in ensuring compliance and delivering a smooth onboarding experience, involving stock issuance and SBA lender requirements. Competitive compensation and a collaborative team environment are offered.