Retirement Plan Onboarding Specialist
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Job Location:
Lansdale, PA - USA
Monthly Salary:
Not Disclosed
Posted on:
20 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Opening: Onboarding Specialist Retirement Plans & Corporate Setup
Location:Lansdale Pa Remote (Must live in PA within 30 miles from Lansdale PA)
Company:Benetrends Financial
Job Type:Full-Time
About the Role:
Benetrends Financial is looking for adetail-oriented and client-focused On boarding Specialistto guide new clients through the setup of their corporations and retirement plans. Youll be the main point of contact delivering a smooth on boarding experience while ensuring compliance with IRS ERISA and DOL regulations.
What Youll Do:
Serve as the primary contact for new clients during on boarding
Educate clients on retirement plan features and corporate structures
Draft retirement plan documents and issue initial stock certificates
Collaborate with clients and advisors to ensure plans align with business goals
Collect and review key documents (e.g. bank statements legal forms)
Ensure all deadlines and compliance requirements are met
Stay updated on retirement plan rules and industry trends
Own your client assignments from start to finish
What You Bring:
High school diploma required (Associate/Bachelors degree a plus)
3 years in retirement plan consultation or administration preferred
Strong customer service and communication skills
Ability to explain complex topics clearly and effectively
Highly organized with excellent problem-solving skills
Proficiency in Microsoft Excel Word and Outlook
Independent worker who thrives in a team-oriented environment
Perks & Benefits:
Medical dental and vision plans
Company-paid long-term disability & life insurance
401(k) with company match
Generous PTO paid holidays
Collaborative mission-driven team
Why Benetrends
Join a company that empowers entrepreneurs to pursue their dreams. At Benetrends we combine financial expertise with a passion for helping small businesses succeed and we do it together.
Required Experience:
IC
Key Skills
- Sales Experience
- Crane
- Customer Service
- Communication skills
- Heavy Equipment Operation
- Microsoft Word
- Case Management
- OSHA
- Team Management
- Catheterization
- Microsoft Outlook Calendar
- EHS
About Company
Job Posting: Retirement Plan Analyst (Total Administration I)Location: Remote — Open to residents of AZ, CA, CO, FL, GA, IA, MD, MI, MA, NC, NY, NJ, OH, PA, SC,...
