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Onboarding Document Specialist (TFG)

4 weeks ago
Anywhere
Full-time
Junior
Operations Specialist
Technical Writing and Documentation
Apply Now
Strongpoint Partners

Strongpoint Partners

Strongpoint Partners is a leading provider of third-party administration of retirement plans and outsourced HR and payroll solutions for small and medium-sized businesses. They offer personalized design, service, and support to help clients achieve the...

Insurance
11-50
View All Jobs 4

Description

  • Prepare, review, and coordinate retirement plan documents such as adoption agreements, plan documents, trust agreements, and related materials.
  • Manage onboarding workflows from initial document preparation through execution and completion.
  • Review documents for accuracy, completeness, and alignment with IRS, ERISA, and internal requirements.
  • Partner with advisors, clients, and internal teams to gather information and keep onboarding timelines on track.
  • Perform quality checks to identify discrepancies or missing information before documents are finalized.
  • Maintain accurate digital records and documentation tracking throughout the onboarding process.
  • Enter, update, and maintain plan and client information across internal systems.
  • Identify opportunities to improve onboarding processes, workflows, and efficiency.
  • Stay informed on regulatory and industry changes affecting retirement plan documentation.
  • Collaborate across teams and partner organizations to deliver a consistent client experience.

Requirements

  • Bachelor’s degree in Finance, Business, or a related field, or equivalent experience.
  • 1–3+ years of experience in retirement plans, TPA operations, financial services, or a related field.
  • Strong attention to detail with a commitment to accuracy.
  • Highly organized with the ability to manage multiple priorities, deadlines, and workflows.
  • Strong written and verbal communication skills.
  • A proactive, collaborative approach and willingness to take ownership of work from start to finish.
  • Experience working with 401(k), qualified retirement plans, or 3(16) services (preferred).
  • Familiarity with IRS and ERISA requirements related to retirement plan documentation (preferred).
  • Experience with TPA or retirement plan administration systems such as FT William, Relius, ASC, or PensionPro (preferred).
  • ASPPA credentials such as QKA or QKC, or demonstrated progress toward certification (preferred).

Benefits

  • Hybrid and remote options available for many roles.
  • Competitive paid time off, including flexible and unlimited options.
  • A culture that values diversity, collaboration, and respect.
  • Support for ongoing learning and career development.
  • Health, dental, vision, life, and disability coverage.
  • Incentive bonus programs.
  • Flexible hours.
  • Benefits and programs may vary by partner and position.

Interested in this position?

Apply directly on the company website

Apply Now

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