Remote Retirement Plan Onboarding Specialist

Pinnacle Plan Design, LLC; Tucson (AZ); Remote; USD 60,000 - 80,000; Full time

Job summary

A retirement plan administration firm is seeking an Installation Coordinator to manage onboarding new retirement plans, ensuring compliance throughout implementation. The ideal candidate has a strong background in retirement plan design, excellent communication skills, and the ability to manage multiple onboarding projects effectively. This remote position requires a Bachelor's degree and at least 2 years of experience in retirement plan administration, providing high-touch client service.

Qualifications

• Proficient in managing onboarding projects for retirement plans.
• Ability to communicate complex plan provisions clearly to clients.
• Experience collaborating with cross-functional teams.

Responsibilities

• Manage onboarding projects for new retirement plans.
• Draft and review plan documents for compliance.
• Serve as the primary client contact throughout the onboarding process.

Skills

Knowledge of retirement plan design and administration

Excellent verbal and written communication skills

Strong organizational skills

High attention to detail

Problem-solving mindset

Service orientation

Education

Bachelor's degree preferred

2+ years experience in retirement plan administration

Industry credentials (ASPPA, NIPA, CEBS)

Tools

Microsoft Office Suite

PensionPro

Microsoft Teams

Job description

A retirement plan administration firm is seeking an Installation Coordinator to manage onboarding new retirement plans, ensuring compliance throughout implementation. The ideal candidate has a strong background in retirement plan design, excellent communication skills, and the ability to manage multiple onboarding projects effectively. This remote position requires a Bachelor's degree and at least 2 years of experience in retirement plan administration, providing high-touch client service.