This is a fully remote position, open to applicants in United States.

• Oversee the onboarding process for new 401(k), profit sharing, defined contribution, and ESOP clients as assigned.

• Collect necessary data and establish new clients in internal systems.

• Facilitate a seamless transition from Sales to the Onboarding and Plan Administration teams.

• Collaborate with advisors, CPAs, recordkeepers, and investment firms to carry out onboarding tasks.

• Track onboarding timelines while proactively resolving delays, risks, or missing information.

• Manage investment company conversions for current clients.

• Prepare, examine, and distribute plan documents, amendments, and updates.

• Ensure adherence to IRS, DOL, ERISA, and SECURE/SECURE 2.0 regulations.

• Work with internal technical specialists on regulatory updates and document modifications.

• Greet new clients and referral sources, emphasizing Blue Ridge’s value and service model.

• Engage in discussions with clients and advisors to assist with onboarding and document requirements.

• Adhere to established workflows to maintain consistency, quality, and compliance.

• Identify areas for enhancing processes, tools, and client experiences.

• Deliver prompt and professional communication to clients, advisors, and internal partners.

• 3–5+ years of experience in retirement plan administration (TPA experience is essential)

• In-depth understanding of 401(k) plan design and compliance criteria

• Proven experience in reviewing various documents, including intricate and customized plan documents

• Familiarity with onboarding procedures

• Excellent organizational and time management abilities

• Strong attention to detail and precision

• Ability to maintain a distraction-free work environment, a professional workspace, and a reliable high-speed internet connection.

• Preferred QKA, QKC, or other ASPPA credentials (or progress toward certification)

• Experience with FT William document software

• Proficiency in working with diverse recordkeeping platforms

• 401(k) and Pension

• Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)

• 401(k) with company match + HSA with company contribution

• Generous PTO for parental leave, vacation, and holiday time

• Support for certifications, association dues, and professional development

• Employee-led committees, and volunteer opportunities

Business Consultant

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