Onboarding Document Specialist

Responsibilities

• Prepare, review, and coordinate retirement plan documents including adoption agreements and trust agreements
• Manage onboarding workflows from initial preparation through execution
• Review documents for accuracy and compliance with IRS and ERISA requirements
• Partner with advisors and clients to gather information and maintain onboarding timelines
• Perform detailed quality checks to identify discrepancies or missing information
• Maintain accurate digital records and update plan information in internal systems
• Identify opportunities to improve onboarding processes and efficiency

Requirements

• Bachelor's degree in Finance, Business, or a related field, or equivalent experience
• 1–3+ years of experience in retirement plans, TPA operations, or financial services
• Strong attention to detail and commitment to accuracy
• Highly organized with ability to manage multiple priorities and deadlines
• Strong written and verbal communication skills
• Proactive and collaborative approach

Preferred Qualifications

• Experience with 401(k), qualified retirement plans, or 3(16) services
• Familiarity with IRS and ERISA requirements
• Experience with TPA systems such as FT William, Relius, ASC, or PensionPro
• ASPPA credentials such as QKA or QKC

Benefits

• Flexible workplace options
• Flexible PTO including unlimited options
• Comprehensive health, dental, vision, life, and disability coverage
• Growth and career development support
• Incentive bonus programs