Onboarding Specialist
Remote regions
USBenefits
Unlimited PTO
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What You’ll Do:
- Manage onboarding activities for new retirement plan clients, ensuring key milestones and deadlines are met.
- Review and map prior plan documents to ensure plan provisions are accurately reflected in the new plan.
- Participate in plan provision and onboarding calls with clients, advisors, and internal teams as needed.
Required Qualifications:
- 3–5+ years of experience working with retirement plan documents and qualified retirement plans.
- Strong understanding of ERISA and IRS regulations governing qualified retirement plans.
- Excellent written and verbal communication skills and exceptional attention to detail.
Why Join Strongpoint Partners:
- Flexible Workplace – Hybrid and remote options available for many roles.
- Flexible PTO – Competitive paid time off, including flexible & unlimited options.
- Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
Strongpoint Partners
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses. It is recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, with a coast-to-coast network of 19 firms.