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Business Consultant
Transition Strategies, LLCNew Business Consultant onboarding new clients and ensuring compliance at Blue Ridge Associates, a retirement plan administration firm. Collaborating with client partners to build lasting financial security.
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 administration401(k) plan designcompliance requirementsonboarding processesdocument reviewplan documentsamendmentsrestatementsinvestment company conversionsprocess improvement
Soft Skills
organizational skillstime managementattention to detailprofessional communicationcollaborationproblem-solvingclient relationship managementadaptabilityproactive approachworkflow consistency
Tools & Technologies
FT William document softwarerecordkeeping platformsinternal systems
Certifications & Qualifications
QKAQKCASPPA credentials
Industry Keywords
401(k)profit sharingdefined contributionESOPIRS complianceDOL complianceERISA complianceSECURE 2.0client onboardingregulatory updates
About the role
Key responsibilities & impact- Coordinate onboarding for new 401(k), profit sharing, defined contribution, and ESOP clients as assigned.
- Gather required data and set up new clients in internal systems.
- Ensure a smooth handoff from Sales to Onboarding to Plan Administration team.
- Partner with advisors, CPAs, recordkeepers, and investment companies to execute onboarding tasks.
- Monitor onboarding timelines, proactively addressing delays, risks, or missing information.
- Coordinate investment company conversions for existing clients.
- Prepare, review, and deliver plan documents, amendments, and restatements.
- Ensure compliance with IRS, DOL, ERISA, and SECURE/SECURE 2.0 requirements.
- Collaborate with internal technical experts on regulatory updates and document changes.
- Welcome new clients and referral sources, reinforcing Blue Ridge’s value and service model.
- Participate in client and advisor discussions to support onboarding and document needs.
- Follow established workflows to ensure consistency, quality, and compliance.
- Identify opportunities to improve processes, tools, and client experience.
- Provide timely, professional communication to clients, advisors, and internal partners.
Requirements
What you’ll need- 3–5+ years of experience in retirement plan administration (TPA experience required)
- Strong knowledge of 401(k) plan design and compliance requirements
- Experience reviewing a variety of documents, including complex and customized plan documents
- Knowledge of onboarding processes
- Strong organizational and time management skills
- High attention to detail and accuracy
- Must be able to provide and maintain a distraction-free work environment, a professional workspace, and reliable high-speed internet connection.
- Preferred QKA, QKC, or other ASPPA credentials (or progress toward certification)
- Experience with FT William document software
- Experience working with various recordkeeping platforms
Benefits
Comp & perks- 401(k) and Pension
- Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
- 401(k) with company match + HSA with company contribution
- Generous PTO for parental leave, vacation, and holiday time
- Support for certifications, association dues, and professional development
- Employee-led committees, and volunteer opportunities