Retirement Plan Operations Onboarding Specialist

About The Role

We are seeking a highly organized and detail-oriented Onboarding Operations Specialist to support our ROBS (Rollover as Business Start-Up) onboarding process. This role plays a critical part in delivering a smooth and compliant onboarding experience for our clients by coordinating communications, reviewing documentation, supporting stock issuance activities, and assisting with SBA lender requirements. This position is ideal for someone who thrives in a fast-paced environment, enjoys working directly with clients, and has a strong eye for accuracy and process management.

Key Responsibilities

• Manage outreach campaigns to collect onboarding documentation for capitalization and stock issuance
• Proactively follow up with clients via email, phone, and other channels
• Aid clients in completing onboarding forms accurately and efficiently
• Maintain workflows to ensure timely completion of onboarding milestones
• Perform detailed quality reviews of client documents and capitalization materials
• Calculate and record stock issuance transactions
• Review and verify stock entries for accuracy
• Cook up and support retirement plan and personal investment calculations
• Cook up and support retirement plan and personal investment calculations
• Cook up and support retirement plan and personal investment calculations
• Coordinate with third-party valuation providers for required appraisals
• Maintain reporting related to initial appraisals

Work Environment Requirements

• Full-time remote position — candidates must maintain a secure, professional home office environment
• Must reside in one of the following states: AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT, LA

Required Skills & Experience

• Strong attention to detail and organizational skills
• Excellent written and verbal communication abilities
• Ability to manage multiple priorities in a fast-paced environment
• Client-focused mindset with strong customer service skills
• Experience reviewing documentation for completeness and accuracy
• Proficiency in Microsoft Office and business systems
• Strong critical thinking and problem-solving skills
• Ability to work independently and collaboratively
• High level of discretion when handling sensitive data

Preferred Qualifications

• Associate’s or Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent experience)
• Experience in financial services, onboarding, retirement plans, banking, or lending support
• Familiarity with ROBS structures, stock issuance, or SBA documentation
• Experience with CRM or document management systems