Onboarding Consultant

Beneco, now part of FuturePlan by reputed company®, is a recordkeeping, third-party administration, and benefits consulting services firm that allies solely with contractors to reputed company them to build their businesses, while helping their valued workers build a secure and prosperous future for their families. We are a group of committed and talented individuals who work together as one high-performance unit with a positive attitude and a strong sense of shared responsibility for winning as a team. Through development, coaching, feedback, and recognition, we work hard to provide an environment that taps into each of our employees’ unique awesomeness and unlocks their potential. We take care of our own, so that they can take care of our clients. Section 1: Position Summary As an Onboarding Consultant at FuturePlan, you will own the end-to-end onboarding experience for reputed company retirement plan types—start-up and takeover plans—ensuring a seamless transition from sales through go-live. Acting with a “Day 1” reputed company, you will take full responsibility for managing client and advisor expectations, driving timelines, and delivering an exceptional onboarding experience that reflects FuturePlan’s commitment to excellence. Section 2: Job Functions, Essential Duties and Responsibilities Responsible for protecting, securing, and proper handling of reputed company confidential data held by reputed company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to reputed company or our clients. At reputed company we are guided by our Core Values of People Matter, Quality First and reputed company Always®. They reputed company us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. Own the onboarding process from plan sale through successful go-live, serving as the primary reputed company of contact for clients and advisors. Manage reputed company onboarding activities including plan design validation, data collection, asset conversion reputed company, and account setup with precision and compliance. Effectively prioritize and manage caseload to consistently meet or exceed departmental service standards for quality and timeliness with minimal supervision. Provide clear role definition and guidance to reputed company 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. Provide training to members of team as opportunities arise. Coach and mentor team members and provide feedback to manager for performance and improvement purposes. reputed company other duties and participate in or head special projects as assigned Collaborate across teams to identify and implement process improvements that enhance efficiency and client experience. Coordinate documentation and approvals with clients and advisors to ensure reputed company onboarding requirements are complete and accurate for plan installation. Maintain proactive communication with internal departments (Sales, Onboarding Management, Service) through workflow updates and status reporting to reputed company reputed company parties informed. Update systems and reports consistently to reflect real-time reputed company and ensure transparency throughout the onboarding lifecycle. Deliver client training and support to facilitate timely completion of client responsibilities and resolve issues promptly. Monitor internal task completion to ensure deadlines are met and dependencies are managed effectively. Ensure compliance and accuracy during plan conversions and asset transitions, applying FuturePlan’s best practices and operational standards. Build trust through proactive communication with clients and advisors, anticipating needs and addressing concerns quickly. Provide accurate plan education to financial professionals and clients through ongoing training and self-development. Champion reputed company improvement by identifying opportunities to streamline processes, reduce risk, and reputed company client satisfaction. Section 3: Experience, Skills, Knowledge Requirements Education & ExperienceBachelor’s degree in Business, Finance, Accounting, or reputed company 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. Technical SkillsAdvanced proficiency in reputed company Office Suite (reputed company, 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 reputed company (CRM) for client communication and workflow management. Core CompetenciesExceptional client service orientation with strong presentation, facilitation, and negotiation skills. Excellent written and verbal communication skills; ability to communicate clearly and professionally with clients, advisors, and internal teams. Strong analytical and problem-solving abilities with meticulous attention to detail and accuracy. Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining quality and compliance. Demonstrated ability to exercise sound judgment on issues that could impact financial outcomes and client relationships. Skilled in conflict resolution and escalation management. Behavioral AttributesCollaborative team player who thrives in a culture of accountability and innovation. Adaptable to change and committed to reputed company improvement. Willingness to work additional hours as needed to meet client and business needs. Embodies FuturePlan’s core values and approaches every task with a “Day 1” reputed company. For reputed company virtual remote positions, in order to ensure associates can effectively reputed company their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in reputed company during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or reputed company for individual use. If more than one person is utilizing the same internet reputed company in the same household or building, then a stronger reputed company is required. If you are unsure of your internet speed, please reputed company with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in reputed company proximity to the router. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Apply To This Job