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Remote Retirement Onboarding Specialist: Stock & Compliance
Remote / Online - Candidates ideally in
Lansdale, Montgomery County, Pennsylvania, 19446, USA
Listed on 2026-08-24
Lansdale, Montgomery County, Pennsylvania, 19446, USA
Listing for:
Benetrends Financial
Remote/Work from Home
position Listed on 2026-08-24
Job specializations:
-
Business
Financial Compliance
Job Description & How to Apply Below
Benetrends Financial is seeking a Retirement Onboarding Specialist to coordinate the onboarding process for ROBS, including documentation review, stock issuance support, and SBA lender coordination. You will manage client communications, ensure accuracy, and help navigate capitalization activities in a fast-paced, fully remote role.
The position emphasizes attention to detail, strong customer service, and the ability to operate independently while coordinating with internal teams.
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