Retirement Plan Operations Onboarding Specialist

Job Description

REQUIREMENTS

• Strong attention to detail and organizational skills
• Excellent written and verbal communication abilities
• Ability to manage multiple priorities in a fast-paced environment
• Client-focused mindset with strong customer service skills
• Experience reviewing documentation for completeness and accuracy
• Proficiency in Microsoft Office and business systems
• Strong critical thinking and problem-solving skills
• Ability to work independently and collaboratively
• High level of discretion when handling sensitive data

Preferred

• Associate’s or Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent experience)
• Experience in financial services, on-boarding, retirement plans, banking, or lending support
• Familiarity with ROBS structures, stock issuance, or SBA documentation
• Experience with CRM or document management systems

RESPONSIBILITIES

Client Communication & Documentation

• Manage outreach campaigns to collect on boarding documentation for capitalization and stock issuance
• Proactively follow up with clients via email, phone, and other channels
• Assist clients in completing on boarding forms accurately and efficiently
• Monitor workflows to ensure timely completion of on-boarding milestones

Stock Issuance & Capitalization

• Perform detailed quality reviews of client documents and capitalization materials
• Calculate and record stock issuance transactions
• Review and verify stock entries for accuracy
• Support retirement plan and personal investment calculations
• Coordinate with third-party valuation providers for required appraisals
• Maintain reporting related to initial appraisals

SBA Lender Support

• Prepare complete and accurate documentation packages for SBA lenders
• Respond to lender and internal team inquiries
• Ensure all materials meet quality and timing standards

Data Management & Quality Assurance

• Maintain accurate client records across systems
• Organize and store documentation in designated repositories
• Identify and resolve discrepancies or missing information
• Review retirement plan documentation and coordinate corrections as needed

General

• Manage multiple client files and deadlines simultaneously
• Exercise sound judgment when reviewing documentation
• Maintain confidentiality of sensitive client information
• Support ongoing projects and process improvements

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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