Retirement Plan Onboarding Specialist - Lansdale

Only for registered members Lansdale, United States

1 month ago

Default job background
$58,000 - $62,000 (USD)

Job summary


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.


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