Retirement Onboarding Operations Associate, (RSG) at Strongpointpartners

Strongpointpartners

New Orleans, LA·6h ago

Mid LevelFull-time

Salary Range

$72,250 - $97,750 /year

Estimated

This salary is estimated based on similar roles. The actual salary may vary.

About the Role

Retirement Strategies Group (RSG) is seeking a Retirement Onboarding Operations Associate to support the setup and onboarding of new retirement plans and plan conversions. This entry-level role is crucial for ensuring new clients are set up accurately and efficiently, enabling smooth plan servicing from day one.

Key Responsibilities

→Assist with the onboarding and setup of new retirement plans and the conversion of existing plans into our systems
→Enter and verify client and plan information in internal systems to ensure data is accurate and complete
→Configure plan details within internal workflow platforms based on client documentation and requirements
→Communicate with clients to request missing information, clarify details, and resolve discrepancies
→Work closely with internal teams such as sales, operations, and client service to support a smooth onboarding process
→Track onboarding progress and follow up on outstanding items to help keep implementations on schedule
→Review documentation to ensure plan setup aligns with client needs and internal standards
→Flag potential issues or inconsistencies and work with the team to resolve them
→Help maintain organized records and documentation related to onboarding activities
→Other duties as assigned

Requirements

✓Bachelor’s degree or equivalent work experience preferred
✓1–3 years of experience in operations, financial services, benefits administration, or a related field preferred
✓Strong attention to detail and ability to manage data accurately across multiple systems
✓Excellent organizational and time management skills, with the ability to manage multiple onboarding projects simultaneously
✓Strong written and verbal communication skills, including the ability to interact professionally with clients
✓Comfortable working in a process-driven environment with structured workflows
✓Proficiency in Microsoft Office (particularly Excel) and experience working with internal systems or workflow platforms
✓Ability to work collaboratively with cross-functional teams