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Onboarding Consultant
AscensusOnboarding Consultant managing the onboarding process for retirement plans at FuturePlan. Ensuring a seamless transition from sales through go-live while serving as the primary client contact.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
retirement plan administrationonboardingdata collectionasset conversion oversightplan reconciliationstrust accountingconversion processesMicrosoft Office Suitedata analysisplan document structures
Soft Skills
client communicationstakeholder managementprocess improvementcollaborationtrainingaccountabilityefficiency enhancementrisk reductionclient satisfactionrole definition
Tools & Technologies
FTWASCInContactSalesforceMicrosoft ExcelMicrosoft WordMicrosoft Outlook
Industry Keywords
ERISAIRS regulationsDOL regulationsdefined contribution plansdefined benefit plansstart-up planstakeover plans
About the role
Key responsibilities & impact- Own the onboarding process from plan sale through successful go-live, serving as the primary point of contact for clients and advisors.
- Manage all onboarding activities including plan design validation, data collection, asset conversion oversight, and account setup.
- Provide clear role definition and guidance to all stakeholders involved in the onboarding process to ensure alignment and accountability.
- Act in the role as the subject matter expert on specific topics for initiatives with accountability for training and assisting others across departments in area of expertise.
- Collaborate across teams to identify and implement process improvements that enhance efficiency and client experience.
- Monitor internal task completion to ensure deadlines are met and dependencies are managed effectively.
- Champion continuous improvement by identifying opportunities to streamline processes, reduce risk, and elevate client satisfaction.
Requirements
What you’ll need- Bachelor’s degree in Business, Finance, Accounting, or related field; or equivalent professional experience.
- 5+ years of experience in retirement plan administration, onboarding, or financial services; experience with multiple plan types (DC, DB, start-up, takeover) strongly preferred.
- Familiarity with recordkeeping platforms such as FTW and ASC; ability to quickly learn and adapt to new technology tools.
- Advanced proficiency in Microsoft Office Suite (Excel, Word, Outlook); ability to manage and analyze data effectively.
- Working knowledge of ERISA, IRS, and DOL regulations, and plan document structures (prototype and individually designed).
- Experience with plan reconciliations, trust accounting, and conversion processes.
- Proficiency in InContact (call center platform) and Salesforce (CRM) for client communication and workflow management.
Benefits
Comp & perks- Competitive salary
- Professional development opportunities
- Health insurance
- Paid time off
- Flexible working arrangements