Retirement Plan Onboarding Specialist

Jobtailor; Dallas (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Jobtailor is seeking a detail-oriented Retirement Plan Onboarding Specialist to join our Dallas team. You will coordinate onboarding activities, review forms, and ensure accuracy of plan data while communicating with advisors and clients.

You will maintain onboarding records, support new account setup, and identify discrepancies to improve processes. This role emphasizes clear, timely communication and collaborative problem solving in a financial services environment.

Qualifications

• High school diploma or GED
• 1+ year of experience in financial services, retirement plan administration, onboarding, operations, document review, or related administrative support
• Associate’s or bachelor’s degree in business, finance, accounting, or a related field (nice to have)
• Experience with qualified retirement plans, 401(k) plans, third‑party administration, PensionPro, DocuSign, Salesforce, or other workflow/document management systems (nice to have)

Responsibilities

• Coordinate assigned retirement plan onboarding activities by tracking required documents, data, and approvals
• Review onboarding forms, plan documents, agreements, and related materials for completeness, accuracy, and consistency
• Follow up with advisors, clients, recordkeepers, TPA partners, and internal teams to obtain missing information
• Maintain accurate plan onboarding records, task status, and supporting documentation
• Support new account setup and plan maintenance by entering, validating, and updating plan information
• Respond to routine onboarding inquiries with clear, timely, and professional communication
• Identify discrepancies, incomplete submissions, or process issues and elevate items requiring additional review
• Contribute to onboarding process improvements by sharing recurring issues, documentation gaps, and efficiency opportunities
• Make routine decisions within established onboarding procedures and elevate non-routine or compliance-sensitive matters

Skills

Document Review

Data Validation

Onboarding

Task Tracking

Professional Communication

Collaboration

Education

High School Diploma

GED

Associate’s or Bachelor’s in Business/Finance

Tools

PensionPro

DocuSign

Salesforce

Job description

Jobtailor is seeking a detail-oriented Retirement Plan Onboarding Specialist to join our Dallas team. You will coordinate onboarding activities, review forms, and ensure accuracy of plan data while communicating with advisors and clients.

You will maintain onboarding records, support new account setup, and identify discrepancies to improve processes. This role emphasizes clear, timely communication and collaborative problem solving in a financial services environment.