Retirement Plan Onboarding Specialist at Benetrends Financial

Job Opening: Onboarding Specialist Retirement Plans & Corporate SetupLocation:Lansdale Pa Remote (Must live in PA within 30 miles from Lansdale PA)Company:Benetrends FinancialJob Type:Full-TimeAbout the Role:Benetrends Financial is looking for adetail-oriented and client-focused On boarding Specialistto guide new clients through the setup of their corporations and retirement plans. Youll be the main point of contact delivering a smooth on boarding experience while ensuring compliance with IRS ERISA and DOL regulations.What Youll Do:Serve as the primary contact for new clients during on boardingEducate clients on retirement plan features and corporate structuresDraft retirement plan documents and issue initial stock certificatesCollaborate with clients and advisors to ensure plans align with business goalsCollect and review key documents (e.g. bank statements legal forms)Ensure all deadlines and compliance requirements are metStay updated on retirement plan rules and industry trendsOwn your client assignments from start to finishWhat You Bring:High school diploma required (Associate/Bachelors degree a plus)3 years in retirement plan consultation or administration preferredStrong customer service and communication skillsAbility to explain complex topics clearly and effectivelyHighly organized with excellent problem-solving skillsProficiency in Microsoft Excel Word and OutlookIndependent worker who thrives in a team-oriented environmentPerks & Benefits:Medical dental and vision plansCompany-paid long-term disability & life insurance401(k) with company matchGenerous PTO paid holidaysCollaborative mission-driven teamWhy BenetrendsJoin a company that empowers entrepreneurs to pursue their dreams. At Benetrends we combine financial expertise with a passion for helping small businesses succeed and we do it together.Required Experience:IC Key Skills Sales Experience,Crane,Customer Service,Communication skills,Heavy Equipment Operation,Microsoft Word,Case Management,OSHA,Team Management,Catheterization,Microsoft Outlook Calendar,EHS Employment Type : Full-Time Experience: years Vacancy: 1