First Year Plan Onboarding Analyst - Remote

About the Role

We are seeking a dedicated First Year Plan Onboarding Analyst - Remote to join our team. In this role, you will play a crucial part in the onboarding process for our clients' retirement plans, ensuring a smooth transition and compliance with regulations. As a First Year Plan Onboarding Analyst - Remote, you'll work closely with clients to verify data accuracy and provide exceptional support.

What You'll Do

• Facilitate the onboarding process for new clients, ensuring all necessary documentation is collected and verified.
• Conduct audits and compliance testing to ensure adherence to IRS regulations and company policies.
• Utilize Microsoft Excel to analyze data and generate reports for internal and external stakeholders.
• Communicate effectively with clients to address inquiries and resolve issues related to their retirement plans.
• Collaborate with the client management team to enhance the onboarding experience and improve processes.
• Support ongoing compliance efforts, including KYC and AML initiatives.
• Participate in training sessions to stay updated on industry regulations and best practices.
• Contribute to a supportive team culture that values professional growth and development.

Requirements

• 1-2 years of experience in client onboarding, preferably in the financial or retirement planning sector.
• Strong analytical skills and attention to detail, with proficiency in Microsoft Excel.
• Excellent communication and organizational skills.
• Ability to work independently and collaboratively in a remote environment.
• Familiarity with compliance regulations, including IRS guidelines for retirement plans.
• Problem-solving mindset with a focus on client satisfaction.
• Experience with data verification and audits is a plus.
• Knowledge of blockchain technology and financial crime prevention is advantageous.

Nice to Have

• Experience with compliance testing and regulatory frameworks.
• Certification in retirement plan administration or related field.
• Familiarity with customer due diligence (CDD) and enhanced due diligence (EDD) processes.

What We Offer

• Competitive compensation package with a salary range of $60,000 to $80,000 per year.
• Comprehensive benefits including medical, dental, and vision coverage.
• Generous paid time off (PTO) and paid holidays.
• Supportive team culture with opportunities for professional growth and development.
• Commitment to employee development and long-term success.