Implementation Specialist - Remote

Overview

An overview paragraph about the job

In Short

• Manage the onboarding process for new retirement plans.
• Serve as the primary point of contact for clients, advisors, and platform providers.
• Coordinate collection of essential data.
• Review and complete plan documents and agreements.
• Guide clients through basic plan operation questions.
• Participate in weekly calls with stakeholders.
• Input plan data into internal systems and compliance software.

Requirements

• Proactive and organized individual.
• Comfortable handling multiple tasks.
• Excellent communication skills.

Benefits

• Fully remote position.
• Support from expert sales, document, and compliance teams.