Retirement Plan Analyst-Onboarding Specialist
Listed on 2026-01-14
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Finance & Banking
Financial Analyst, Financial Services, Financial Advisor, Financial Consultant -
Business
Financial Analyst, Financial Advisor
Retirement Plan Analyst – Onboarding Specialist
Benetrends Financial
This range is provided by Benetrends Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range$58,000.00/yr - $62,000.00/yr
Job Opening: Retirement Plan Analyst – Onboarding
Location: Lansdale, PA, Remote (Must live in PA within 30 miles of Lansdale)
Company: Benetrends Financial
Job Type: Full-Time
About the Role:Benetrends 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.
What You’ll Do:- 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.
Job Details- Seniority level:
Mid‑Senior level - Employment type:
Full Time - Job function:
Finance and Sales - Industries:
Staffing and Recruiting
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