Retirement Plan Onboarding Specialist

Job Opening:
Onboarding Specialist – Retirement Plans & Corporate Setup

Location: Lansdale Pa, Remote (Must live in PA within 30 miles from Lansdale PA)

Company: Benetrends Financial

Job Type: Full-Time

Benetrends Financial is looking for a detail-oriented and client-focused On boarding 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.

• 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

• 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

• 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

Join 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.