Onboarding Consultant – FuturePlan (Ascensus)
Onboard and launch retirement plans for advisors and plan sponsors across the United States. Own the end‑to‑end process from sales to go‑live, ensuring a “Day 1” experience.
Key Responsibilities
- Design validation, data collection, asset conversion oversight, and account setup with precision and compliance.
- Serve as primary point of contact for clients and advisors throughout the onboarding lifecycle.
- Maintain proactive communication with internal departments (Sales, Onboarding Management, Service) through workflow updates and status reporting.
- Deliver client training and support to facilitate timely completion of client responsibilities and resolve issues promptly.
- Monitor internal task completion to ensure deadlines are met and dependencies are managed effectively.
- Champion continuous improvement by identifying opportunities to streamline processes, reduce risk, and elevate client satisfaction.
Qualifications
- Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience.
- 1–3 years of industry experience in financial services or retirement services; 2+ years with Datair or a similar system preferred.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and basic knowledge of ERISA, DOL and IRS regulations.
- Excellent presentation, written and oral communication, and client service skills.
- Strong analytical and problem‑solving abilities with attention to detail and a “Day 1” mindset.
Benefits and Compensation
- Base salary range: $50,000 – $70,000 per year.
- 401(k) match, Medical, Dental, Vision, Paid‑Time‑Off.
- Remote work with required 25 Mbps internet speed; full‑time, Mid‑Senior level.