About this role
Retirement Plan Onboarding Specialist at Compass Retirement Consulting Group/Compass 360, LLC. Location: Stratham, New Hampshire, United States. Role: onboarding plans, send documents, record progress Requirements: Onboard retirement plans for new/existing clients; coordinate with clients, advisors, and recordkeepers; ensure documentation and compliance; strong communication and organization. Category: Business Operations Seniority: Mid Level Tools: Microsoft Office 365, Pension Pro, DocuSign Commitment: Full Time Workplace: Onsite Languages: English