Retirement Plan Onboarding Specialist

CBIZ; North Canton (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

CBIZ, based in North Canton, Ohio, is seeking a professional to coordinate and facilitate the implementation and transition processes for new and existing TPA clients. The role involves overseeing plan implementation, acting as primary contact during onboarding, and generating plan documents.

The ideal candidate will have a high school diploma, three years of experience in the retirement plan industry, and proficiency in tools such as MS Office Suite. Join CBIZ to contribute to a supportive and growth-oriented team.

Qualifications

• At least three years of professional experience in the retirement plan industry.
• Comprehensive knowledge of industry concepts and regulations.
• Proficient in MS Office Suite (Outlook, Word, Excel, PowerPoint).

Responsibilities

• Oversee new plan implementation and transition processes.
• Act as primary contact for all onboarding activities.
• Prepare plan documents and recordkeeper paperwork.

Skills

Interpersonal skills

Leadership skills

Customer needs anticipation

Problem resolution

Education

High School Diploma or GED

Tools

MS Office Suite

Enterprise communication tools

Job description

CBIZ, based in North Canton, Ohio, is seeking a professional to coordinate and facilitate the implementation and transition processes for new and existing TPA clients. The role involves overseeing plan implementation, acting as primary contact during onboarding, and generating plan documents.

The ideal candidate will have a high school diploma, three years of experience in the retirement plan industry, and proficiency in tools such as MS Office Suite. Join CBIZ to contribute to a supportive and growth-oriented team.