401(k) New Business System Setup Specialist, Entry Level

Employee Fiduciary

401(k) New Business Analyst responsible for onboarding new clients and managing retirement plans. Join a growing firm dedicated to low-cost 401(k) services for small and mid-sized businesses.

Posted 7/17/2026full-timeRemote • Alabama • 🇺🇸 United StatesEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

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Proficient in Relius Administration and Microsoft Excel, with strong organizational skills and attention to detail. Capable of managing multiple priorities and maintaining accurate electronic records in a fast-paced environment.

Highest-signal resume keywords

Relius AdministrationMicrosoft ExcelRetirement Plan AdministrationAttention To DetailOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Relius AdministrationMicrosoft ExcelEmployee Census Data EntryRetirement Plan RecordkeepingData Conversion

Soft Skills

Attention To DetailTime ManagementWritten CommunicationVerbal CommunicationCollaboration

Tools & Technologies

CRM PlatformsMatrix Trust Company

Industry Keywords

Third-Party AdministrationRetirement PlansOnboarding DocumentsClient RelationsOperational Standards

About the role

Key responsibilities & impact

Learn and maintain proficiency in all software required to perform job responsibilities, including Relius Administration.
Establish and maintain new retirement plans within Employee Fiduciary systems, including Relius Administration, Matrix Trust Company, and CRM platforms.
Prepare enrollment materials, participant notices, and other onboarding documents for clients.
Enter employee census information and conversion data into Relius Administration.
Maintain organized and accurate electronic records in accordance with departmental standards.
Assist with special projects and additional duties as assigned.
Comply with all company policies, procedures, and operational standards.

Requirements

What you’ll need

A bachelor's degree in Business or a related field is preferred; however, candidates with one or more years of experience in the third-party administration (TPA) and/or retirement plan recordkeeping industry will also be considered.
Advanced proficiency in Microsoft Excel required.
Experience with Relius Administration or similar retirement plan administration software is a plus.
Strong attention to detail and commitment to accuracy.
Excellent organizational and time management skills.
Ability to effectively manage multiple priorities and meet deadlines in a fast-paced environment.
Strong written and verbal communication skills.
Ability to work collaboratively and maintain positive working relationships with clients and coworkers.
Proficiency in reading, writing, and communicating in English.
Ability to use standard office equipment and technology.

Benefits

Comp & perks

Opportunity to build a long-term career in the retirement plan industry.
Collaborative and supportive team environment.
Exposure to retirement plan administration, compliance, and client onboarding processes.
Opportunities for professional development and growth within a rapidly expanding organization.