Onboarding Document Specialist
Strongpoint Partners
WorldwideFully remoteFull TimeMid Level, ExecutiveFinance & Banking
Posted 2 months ago2mo agoApply link checked 8 hours ago
Why we think you can apply
- Hiring model
- Open worldwide · the employer states no country restriction
- Work from
- Anywhere, the UAE included
Posted 2 months ago · apply link checked 8 hours ago
About the role
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
What we look for
- Bachelor's degree in Finance, Business, or related field
- 1-3+ years experience in retirement plans or financial services
- Strong attention to detail
- Highly organized
- Strong communication skills
Compliance
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Strongpoint Partners
SponsorWake up to a shortlist, not a search results page.
NeverApply scores every new listing against your CV, salary floor and visa. A handful of real matches by morning.
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