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Retirement Plan Onboarding Specialist

Job in Greensboro, Guilford County, North Carolina, 27497, USA
Listing for: Ascensus
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Services, Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
A retirement planning services provider is seeking an Onboarding Specialist in Greensboro, NC. This role involves managing the onboarding process for retirement plans, coordinating with clients and advisors, and ensuring a seamless experience. Candidates should have a Bachelor's degree, proficiency in MS Office, and ideally 1-3 years in financial services. Strong communication skills and the ability to handle multiple priorities are essential for success in a fast-paced environment.
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