Onboarding Specialist
Job at a glance
Our Mission: We will use our strengths, gifts, and knowledge to improve the lives of other people. Job Description The Onboarding Specialist is the leader of the new client onboarding process at Tristar, reporting to the Practice Manager. Specific responsibilities include: - Liaison between client, financial advisor, and recordkeeper team for a smooth and successful onboarding transition. - Obtain signatures on legal plan documents and compile documents into a usable format.
- Track opportunities and proposals. - Other operational responsibilities as needed Desired Skills & Experience Our ideal candidate has the following qualifications and skills: - Professional credentials desired (ASPPA, ERPA, NIPA) and must be willing to pursue QKA if not currently held - 2 years’ experience in TPA client-facing role, preferably in an onboarding capacity - Experience reading plan documents from all vendors to translate features into specifications for recordkeepers (on takeover plans).
- Experience using PensionPro (or other project management software) and tracking status of outstanding tasks. - Advanced knowledge and comfort level using Microsoft Office suite including Outlook, Teams, Excel, and Word. - Experience leading communication both written and verbally to clients and employees. - Strong willingness to adopt AI practices into rote processes for time efficiencies. Company Information TriStar Pension Consulting is a well-established, progressive, and independent compliance consulting firm.
Our goal is to provide the highest quality retirement plan administration and consulting services to our clients. We strive to do this in an atmosphere that promotes the individual growth of our team and acknowledges the importance of their families. We offer an enjoyable work environment that includes: - Competitive compensation - Flexible working hours - Health insurance, life insurance, dental insurance, and disability benefits - Pre-tax 125 Cafeteria Plan - 401(k) plan with generous employer contribution - Cash Balance Defined Benefit Plan - Three weeks of paid time off annually - reimbursement for ASPPA, NIPA and other approved courses and exams as well as ongoing continuing education