Offer summary

Qualifications:

High school diploma required; Associate/Bachelor’s degree preferred., 3+ years in retirement plan consultation or administration preferred., Strong customer service and communication skills are essential., Proficiency in Microsoft Excel, Word, and Outlook is required..

Key responsibilities:

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.

Ensure all deadlines and compliance requirements are met.

Job description

Job Opening: Onboarding Specialist – Retirement Plans & Corporate Setup
Location: Lansdale Pa, Remote
Company: Benetrends Financial
Job Type: Full-Time

About the Role:
Benetrends Financial is looking for a detail-oriented and client-focused On boarding 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 on boarding experience while ensuring compliance with IRS, ERISA, and DOL regulations.

What You’ll Do:
Serve as the primary contact for new clients during on boarding
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

What You Bring:
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

Perks & Benefits:
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

Why Benetrends?
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.

Ready to apply? Submit your resume and join a team that makes a meaningful difference every day.

Required profile