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Retirement Plan Onboarding Analyst — First- Impact

Job in Lansdale, Montgomery County, Pennsylvania, 19446, USA
Listing for: Benetrends Financial
Full Time position
Listed on 2026-02-20
Job specializations:
  • Finance & Banking
  • Business
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Retirement Plan Onboarding Analyst — First-Year Impact
A financial services company in Montgomery County is seeking a detail-oriented First Year Plan Onboarding Analyst to ensure smooth transitions for newly implemented retirement plans. This role involves conducting audits, reviewing documents, and providing client support. Ideal candidates have strong organizational skills, a customer service mindset, and proficiency in Microsoft Office. The position offers competitive compensation, benefits, and opportunities for professional growth in a supportive team culture.
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