Retirement Plan Onboarding Administrator

Job Summary

Supporting the successful transition of new clients, the fully remote Retirement Plan Onboarding Administrator will manage the onboarding process and first year of plan administration for assigned new business relationships while performing compliance testing and providing client guidance.

Key Responsibilities

• Manage the onboarding and first year of administration for assigned new clients
• Coordinate the transition of new plans from implementation to ongoing service
• Perform annual administration and all levels of compliance testing for assigned new client plans

Required Qualifications

• Bachelor's degree in Business, Finance, Mathematics, or a related field
• 4-7 years of retirement plan experience
• 5-7 years of client services experience
• Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software
• Experience with Relius software is preferred