Onboarding Document Specialist
منذ 8 ساعات
sharjah, sharjah, الإمارات العربية المتحدة
Remotedxb
دوام كامل
مجانًا عبر البريد الإلكتروني أو Google
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مجانًا عبر البريد الإلكتروني أو Google
ResponsibilitiesPrepare, review, and coordinate retirement plan documents including adoption agreements and trust agreementsManage onboarding workflows from initial preparation through executionReview documents for accuracy and compliance with IRS and ERISA requirementsPartner with advisors and clients to gather information and maintain onboarding timelinesPerform detailed quality checks to identify discrepancies or missing informationMaintain accurate digital records and update plan information in internal systemsIdentify opportunities to improve onboarding processes and efficiencyRequirementsBachelor's degree in Finance, Business, or a related field, or equivalent experience1-3+ years of experience in retirement plans, TPA operations, or financial servicesStrong attention to detail and commitment to accuracyHighly organized with ability to manage multiple priorities and deadlinesStrong written and verbal communication skillsProactive and collaborative approachPreferred QualificationsExperience with 401(k), qualified retirement plans, or 3(16) servicesFamiliarity with IRS and ERISA requirementsExperience with TPA systems such as FT William, Relius, ASC, or PensionProASPPA credentials such as QKA or QKCBenefitsFlexible workplace optionsFlexible PTO including unlimited optionsComprehensive health, dental, vision, life, and disability coverageGrowth and career development supportIncentive bonus programs