Job Description

Role Description

As a member of the Onboarding Team, the Retirement Plan Onboarding Administrator is responsible for supporting the successful transition of new clients and managing the first year of plan administration for assigned new business relationships. This position will perform administration, compliance testing, complete plan documents and amendments, and provide guidance to clients throughout the onboarding and initial service period.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We welcome candidates from all U.S. time zones; however, due to the primary locations of our partners and clients, preference will be given to those in the Central & Eastern time zone(s).

Key Responsibilities

• Manage the onboarding and first year of administration for assigned new clients
• Coordinate the transition of new plans from implementation to ongoing service
• Perform annual administration and all levels of compliance testing for assigned new client plans
• Complete plan documents, amendments, and related onboarding deliverables
• Provide guidance to clients on compliance and administrative topics during the first year of service
• Partner with internal teams to ensure a smooth onboarding experience and timely handoff to ongoing administration
• Efficiently utilize technology to perform the duties of this position
• Attend staff meetings and trainings as requested
• Maintain a team approach by assisting in areas appropriate for this position
• Own stewardship of assigned new client business relationships during onboarding and the initial service period
• Other duties as assigned

Qualifications

• Bachelor's degree in Business, Finance, Mathematics, or similarly related field
• 4-7 years of retirement plan experience
• 5-7 years of client services experience
• Proficiency in Word, Excel, PowerPoint, Outlook, CRM software
• Organized and detail-oriented
• Exceptional approach to client service focusing on communications, timely solutions, and client needs
• Team player, collaborative, able to work with and through others
• Strong verbal and written communication skills
• Ability to work well under pressure with multiple priorities and deadlines
• Excellent analytical and problem-solving skills
• Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team
• Proficient in Relius software (preferred)

Requirements

• The anticipated pay range for this position is $75,000-$90,000 annually
• Salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US
• Individual pay is determined by geographic location, job related skills, experience, education, and certifications
• Total compensation package includes base pay plus a comprehensive benefits program

Benefits

• Flexible Workplace – Hybrid and remote options available for many roles
• Flexible PTO – Competitive paid time off, including flexible & unlimited options
• Inclusive Environment – A culture that values diversity, collaboration, and respect
• Growth Opportunities – Support for ongoing learning and career development
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage
• Workplace Perks – Incentive bonus programs, flexible hours, & more
• Specific benefits and programs may vary by partner and position

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