Remote Retirement Plan Onboarding Expert

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

Professional development opportunities

Job summary

Benetrends Financial is looking for a Retirement Plan Operations Onboarding Specialist to support the ROBS onboarding process. This fully remote position requires strong organizational skills and attention to detail.

The role involves managing client communications, reviewing documentation, and coordinating stock issuance activities. Successful candidates will thrive in fast-paced environments and possess excellent communication skills.

Benefits include competitive compensation, health coverage, and professional development opportunities.

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 documentation packages for SBA lenders.

Skills

Attention to detail

Organizational skills

Communication abilities

Customer service skills

Critical thinking

Education

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

Tools

Microsoft Office

CRM systems

Job description

Benetrends Financial is looking for a Retirement Plan Operations Onboarding Specialist to support the ROBS onboarding process. This fully remote position requires strong organizational skills and attention to detail.

The role involves managing client communications, reviewing documentation, and coordinating stock issuance activities. Successful candidates will thrive in fast-paced environments and possess excellent communication skills.

Benefits include competitive compensation, health coverage, and professional development opportunities.