Benetrends Financial · 1 day ago
Retirement Plan Analyst-Onboarding Specialist
Lansdale, PA
Full-time
Hybrid
Mid Level
$58K/yr - $62K/yr
3+ years expBenetrends 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. You'll be the main point of contact, delivering a smooth onboarding experience while ensuring compliance with IRS, ERISA, and DOL regulations.
Financial Services
Responsibilities
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
Qualification
Required
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
Company
Benetrends Financial
Benetrends Financial offers a full suite of small business funding options to help entrepreneurs get the funding they need for their franchise or small business startup.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Dallas Kerley, CFE
President & CEO
Rocco Fiorentino,MSM,CFE
Vice Chairman, CEO
Company data provided by crunchbase