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Posted: 10/17/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing onboarding processes for retirement plans, ensuring compliance with ERISA, DOL, and IRS regulations while providing exceptional client service and communication. Proficient in utilizing recordkeeping systems and MS-Office applications to maintain accuracy and efficiency in financial services.
Highest-signal resume keywords
Onboarding Process ManagementRelius Administration RecordkeepingClient Service SkillsERISA KnowledgeMS-Office Proficiency
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Manage the overall onboarding process for newly sold retirement plans, including start-ups and takeovers
- Manage caseloads to meet departmental service goals and quality/timeliness standards
- Communicate roles and onboarding progress to clients, advisors, and internal departments
- Coordinate implementation and onboarding documentation for plan installation
- Update workflow systems or status reports on onboarding activities and progress
- Train and assist clients with completing tasks and resolving issues
- Ensure internal departments complete tasks by scheduled due dates
- Escalate client issues, onboarding delays, risks, and potential financial liabilities
- Participate in solution teams defining onboarding processes for new and enhanced services
- Educate clients, financial advisors, financial partners, and professionals on administrative services and qualified plan information
- Provide hand-off to service consultants, including identification of open issues
- Protect, secure, and properly handle confidential FuturePlan and client data
- Assist with other assigned tasks and projects
Requirements
What you’ll need- Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience
- Proficiency in MS-Office software applications, including Excel and Word
- 1-3 years of industry experience in financial services or retirement services environment is preferred
- Minimum of 2 years of experience with Relius, ASC, FT William or similar administration recordkeeping system preferred
- Basic level knowledge of ERISA, DOL and IRS regulations, and plan documents
- Excellent presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency
- Excellent written and oral communication skills
- Computer literacy with recordkeeping systems and trust systems; experience with plan reconciliations
- Excellent analytical abilities, attention to detail, accuracy and problem-solving ability
- Ability to work in a team environment
- Ability to react to change productively and handle other essential tasks as assigned
- Ability to work well under pressure with multiple priorities and deadlines in a fast paced environment
- Ability to make dependable judgments concerning issues with potential financial and client-relations liabilities
- Strong facilitation, negotiation, and conflict resolution skills
- Ability to escalate issues to appropriate levels within an organization
- Ability to work additional hours as necessary to meet business needs
Benefits
Comp & perks- No explicit benefits listed
- Full-time employment
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Onboarding Documentation CoordinationPlan ReconciliationsWorkflow System UpdatesFinancial AnalysisData Handling and Security
Soft Skills
Excellent Communication SkillsTime Management ProficiencyProblem-Solving AbilityTeam CollaborationNegotiation Skills
Tools & Technologies
MS-OfficeReliusASCFT WilliamRecordkeeping Systems
Industry Keywords
Financial ServicesRetirement ServicesClient RelationsConfidential Data HandlingAdministrative Services