Onboarding Document Specialist

Job Summary

To ensure a seamless experience for new retirement plan clients, the remote Onboarding Document Specialist will manage onboarding workflows, prepare and review retirement plan documents, and collaborate with advisors and internal teams while maintaining compliance and accuracy.

Key responsibilities

• Prepare, review, and coordinate retirement plan documents, ensuring accuracy and compliance
• Manage onboarding workflows from initial document preparation through execution and completion
• Perform detailed quality checks and maintain accurate digital records throughout the onboarding process

Required qualifications

• Bachelor's degree in Finance, Business, or a related field, or equivalent experience
• 1-3+ years of experience in retirement plans, TPA operations, financial services, or a related field
• Highly organized with the ability to manage multiple priorities and deadlines
• Strong attention to detail with a commitment to accuracy
• A proactive, collaborative approach and willingness to take ownership of work from start to finish