About this role
Retirement Plan Operations Onboarding Specialist at Benetrends Financial. Location: Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana. Role: coordinating communications, reviewing documentation, supporting stock issuance Requirements: Organized, detail-oriented specialist to coordinate ROBS onboarding: client communication, documentation review, stock issuance support, SBA lender packages; Microsoft Office and CRM proficiency; financial services/onboarding experience preferred. Category: Business Operations Seniority: Mid Level Tools: Microsoft Office, CRM Commitment: Full Time Workplace: Remote Languages: English