Onboarding Specialist - Retirement Plans & Corporate Setup - Remote

Overview

Benetrends Financial is looking for a detail-oriented and client-focused Onboarding Specialist to guide new clients through the setup of their corporations and retirement plans.

In Short

• Serve as the primary contact for new clients during onboarding
• 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

Requirements

• High school diploma required (Associate/Bachelor’s 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

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