Onboarding Document Specialist

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

📋 Description

• Prepare, examine, and coordinate retirement plan documentation, including adoption agreements, plan documents, trust agreements, and associated materials.

• Oversee onboarding processes from the initial document preparation phase to execution and completion.

• Review documents for accuracy, completeness, and compliance with relevant IRS, ERISA, and internal guidelines.

• Collaborate with advisors, clients, and internal teams to gather necessary information, clarify requirements, and ensure onboarding timelines are adhered to.

• Conduct thorough quality checks and identify any discrepancies or missing information before finalizing documents.

• Maintain precise digital records and documentation tracking throughout the onboarding procedure.

• Enter, update, and manage plan and client information within internal systems.

• Assist in identifying opportunities to enhance onboarding processes, workflows, and overall efficiency.

• Stay updated on regulatory and industry developments that may influence retirement plan documentation.

• Work collaboratively across teams and partner organizations to provide a consistent and high-quality client experience.

⛳️ Requirements

• Bachelor's degree in Finance, Business, or a related field, or equivalent professional experience.

• 1–3+ years of experience in retirement plans, TPA operations, financial services, or a similar field.

• Exceptional attention to detail with a strong commitment to accuracy.

• Highly organized, capable of managing multiple priorities, deadlines, and workflows effectively.

• Strong written and verbal communication abilities.

• A proactive, collaborative mindset with a readiness to take ownership of tasks from start to finish.

• Experience with 401(k), qualified retirement plans, or 3(16) services.

• Knowledge of IRS and ERISA requirements related to retirement plan documentation.

• Familiarity with TPA or retirement plan administration systems such as FT William, Relius, ASC, or PensionPro.

• ASPPA credentials such as QKA or QKC, or evidence of progress toward certification.

• Experience in supporting plan onboarding, document preparation, or implementation.

🏝️ Benefits

• Hybrid and remote work options available for many positions.

• Competitive paid time off, including flexible and unlimited options.

• A workplace culture that prioritizes diversity, collaboration, and respect.

• Support for ongoing learning and career growth.

• Comprehensive health, dental, vision, life, and disability insurance coverage.

• Incentive bonus programs.

• Flexible working hours.

• Additional workplace perks.