Retirement Plan Onboarding Specialist
Job Summary
To support the ROBS onboarding process, the fully remote Retirement Plan Onboarding Specialist will manage client communications, review documentation, and assist with stock issuance activities while ensuring compliance and timely completion of onboarding milestones.
Key Responsibilities
- Manage outreach campaigns to collect onboarding documentation and proactively follow up with clients
- Perform detailed quality reviews of client documents and support stock issuance and capitalization processes
- Prepare accurate documentation packages for SBA lenders and maintain accurate client records across systems
Required Qualifications
- Associate's or Bachelor's degree in Business, Finance, Accounting, or related field (or equivalent experience)
- Experience in financial services, onboarding, retirement plans, banking, or lending support
- Proficiency in Microsoft Office and business systems
- Strong attention to detail and organizational skills
- Ability to manage multiple priorities in a fast-paced environment
Complete Job Description
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