Onboarding Consultant

This is a fully remote position, open to applicants in Florida, +2 more states.

📋 Description

• Oversee the comprehensive onboarding process for newly acquired retirement plans, which includes both start-ups and takeovers.

• Manage caseloads effectively to achieve departmental service objectives and maintain quality and timeliness standards.

• Communicate roles and provide updates on onboarding progress to clients, advisors, and internal teams.

• Coordinate the implementation and documentation necessary for plan installation and onboarding.

• Update workflow systems or status reports concerning onboarding activities and their progress.

• Train and support clients in completing tasks and addressing issues as they arise.

• Ensure that internal departments fulfill their responsibilities by designated due dates.

• Escalate client concerns, onboarding delays, risks, and possible financial liabilities as needed.

• Participate in solution teams to define onboarding processes for new and enhanced service offerings.

• Educate clients, financial advisors, financial partners, and professionals about administrative services and qualified plan information.

• Provide a seamless hand-off to service consultants, including the identification of any outstanding issues.

• Safeguard, secure, and appropriately manage confidential FuturePlan and client information.

• Assist with other assigned tasks and projects as required.

⛳️ Requirements

• Bachelor’s degree in Accounting, Business Administration, Mathematics, or a related field, or equivalent professional experience.

• Proficiency in MS Office applications, particularly Excel and Word.

• 1-3 years of experience in the financial services or retirement services sector is preferred.

• At least 2 years of experience with Relius, ASC, FT William, or similar administration recordkeeping systems is preferred.

• Basic knowledge of ERISA, DOL, IRS regulations, and plan documentation.

• Strong presentation skills, telephone etiquette, professionalism, client service abilities, and time management skills.

• Outstanding written and verbal communication skills.

• Computer proficiency with recordkeeping systems and trust systems; experience with plan reconciliations is a plus.

• Exceptional analytical skills, attention to detail, accuracy, and problem-solving capabilities.

• Ability to thrive in a team-oriented environment.

• Capacity to respond to change productively and manage various essential tasks as assigned.

• Ability to perform well under pressure with multiple priorities and deadlines in a fast-paced setting.

• Capability to make reliable judgments regarding issues with potential financial and client relationship implications.

• Strong skills in facilitation, negotiation, and conflict resolution.

• Ability to escalate issues to the appropriate organizational levels when necessary.

• Willingness to work additional hours as required to meet business demands.

🏝️ Benefits

• No specific benefits outlined.

• Full-time employment opportunity.