Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Retirement Plan Onboarding Specialist

Ascensus

FuturePlan, a part of Ascensus, is seeking an onboarding specialist to manage end-to-end setup of new retirement plans and takeovers, coordinating with clients, advisors, and internal teams to ensure timely transitions and accurate documentation. This role emphasizes quality control, process improvement, and clear communication, requiring 2+ years in financial services or retirement services, proficiency with recordkeeping systems, and strong analytical and collaborative skills. #J-18808-Ljbffr Ascensus

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Retirement Plan Onboarding Specialist in Austin, TX vacancy
  •  ...join our team.We are looking to add a Senior Financial Planning and Analysis (FP&A) Specialist II to our team. If you enjoy working in a startup...  ...health, dental, vision, HSA, FSA, life, disability and retirement plans. CesiumAstro is an Equal Opportunity employer. All... 
    Retirement
    Permanent employment
    Full time
    Contract work
    Work experience placement
    Work at office
    Local area

    CesiumAstro

    Austin, TX
    5 days ago
  • Sign in to set job alerts for “Singh Management” roles. 10,000+ Singh Management Jobs in United States Store Manager - Kay Jewelers - Rimrock Mall Banter By Piercing Pagoda- Store Manager Store Manager - Banter by Piercing Pagoda - Huntington Mall Assistant Store Manager...
    Retirement

    Beacon Hill

    Austin, TX
    1 day ago
  • $80k - $90k

    F-Prime Capital is seeking an experienced Retirement Plan Administrator to join our dynamic Retirement Plan Administration (RPA) team. You will be responsible for compliance testing, government reporting, and providing excellent consulting services to clients. Ideal candidates... 
    Retirement

    Vestwell

    Austin, TX
    5 days ago
  • BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain the firm’s qualified retirement plans, including 401(k) programs and Employee Stock Bonus Plan activities. The role supports inquiries, reconciles contributions, and ensures compliant... 
    Retirement

    BDO USA

    Austin, TX
    3 days ago
  • $125k

     ...organization in Austin to hire an Advisor Onboarding Specialist. This is a direct-hire opportunity...  ...technology platforms, CRM systems, financial planning software, performance reporting tools,...  ...vision benefits as well as the company’s 401(k) retirement plan. #J-18808-Ljbffr Vaco
    Retirement
    Work at office
    Local area

    Vaco

    Austin, TX
    3 days ago
  • $23 per hour

     ...constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to... 
    Retirement
    Hourly pay
    Full time
    Work experience placement
    Remote work
    Work from home
    Home office
    Flexible hours

    Guidant Financial

    Austin, TX
    9 hours ago
  • HUB International is seeking a Plan Document Specialist to join the Operations team in a hybrid role. You will prepare, review, and maintain retirement plan documents for ERISA-covered and non-ERISA plans, ensuring compliance with IRS, DOL, and ERISA regulations. You will... 
    Retirement

    HUB International

    Austin, TX
    4 days ago
  •  ...Client Onboarding Specialist HUB is a global insurance and employee benefits broker, providing a...  ...management products and services. HUB Retirement & Private Wealth (RPW) leads our communities...  ...Specialist leads new retirement plan onboarding and supports compliance tasks... 
    Retirement
    Work experience placement
    Work at office
    Local area

    Squaremouth

    Austin, TX
    3 days ago
  • $23 per hour

    A reputable financial services company is looking for a Retirement Plan Specialist to work fully remotely. In this entry-level role, you'll assist clients with their 401(k) plans, ensuring accuracy and compliance. Ideal candidates are detail-oriented with strong communication... 
    Retirement
    Remote job
    Hourly pay

    Guidant Financial

    Austin, TX
    4 days ago
  • $140k - $180k

     ...centers, and student organizationsRecruiting Events: Own end-to-end planning and execution of on-campus recruiting events, from strategy...  ...vision, basic life insurance, and enrollment in our company’s retirement savings plans. Employees will receive sick and parental leave,... 
    Retirement
    Work at office
    Local area
    Immediate start

    Hudson River Trading

    Austin, TX
    7 days ago
  •  ...also beneficial. COMPENSATION & BENEFITS Competitive base salary based on experience Medical, dental, and vision insurance 401(k) retirement plan Paid time off (PTO) Paid holidays Fully remote work environment Opportunity to support multiple established roofing companies... 
    Retirement
    Full time
    Work at office
    Remote work

    Allied Roofing Partners

    Austin, TX
    2 days ago
  • $15k

    Talent Acquisition Specialist Hembree Bell Law | Austin, Texas That’s Not How We Hire. At Hembree Bell Law, we believe the people...  ...Ote: $90,000 - $95,000 Health, dental, and vision insurance Retirement plan with company match Generous PTO policy Why This Role Is... 
    Retirement

    Hembree Bell Law, PLLC

    Austin, TX
    2 days ago
  • $75k

    Job Details Job Title: Plan Document Specialist Location: (Hybrid) Compensation: $75,000 plus yearly 6% discretionary bonus (non-exempt $36.0...  ...investment and wealth management products and services. HUB Retirement & Private Wealth (RPW): We lead our communities with... 
    Retirement
    Hourly pay
    Full time
    Work at office
    Local area
    Monday to Friday

    HUB International

    Austin, TX
    4 days ago
  •  ...provide immigration sponsorship for this position.The RoleAs a Planning Consultant, you will offer world-class planning experiences...  ...ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of... 
    Retirement
    Full time

    Fidelity Investments

    Austin, TX
    6 days ago
  • $106.25k - $125k

     ...programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits... 
    Retirement
    Minimum wage
    Full time
    Flexible hours

    Cushman & Wakefield

    Austin, TX
    4 days ago
  •  ...division of Burns & McDonnell, is seeking experienced Transmission Planning Consultants to support our growing nationwide consulting...  ...grid performance and develop solutions addressing generation retirements, renewable integration, congestion management, and regulatory... 
    Retirement
    Contract work
    Work at office

    Burns & McDonnell

    Austin, TX
    5 days ago
  •  ...include company stock options and a generous benefits package including health, dental, vision, HSA, FSA, life, disability and retirement plans. CesiumAstro is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without... 
    Retirement
    Permanent employment
    Full time
    Contract work
    Work experience placement
    Local area

    CesiumAstro

    Austin, TX
    6 days ago
  •  ...for a S enior Consultant in Transportation or Environmental Planning for our Advisory & Planning business in Texas. We are looking...  ...including medical, dental, vision, disability, life, and retirement savings focused on providing health and financial stability throughout... 
    Retirement
    For subcontractor
    Work at office
    Local area
    Flexible hours

    WSP

    Austin, TX
    2 days ago
  •  ...who work in concert to deliver holistic, personalized wealth planning and family office solutions. This collaborative environment ensures...  ...and estate planning, charitable giving, life insurance and retirement planning, and related areas. ~ Up-to-date understanding of... 
    Retirement
    Work at office
    Local area

    Rockefeller Capital Management

    Austin, TX
    3 days ago
  •  ...for this position.Job Description:The RoleThe Wealth Management Planning Consultant plays a key role in strengthening client...  ...provides comprehensive support across investment, brokerage, retirement, income planning, trust and estate, and asset allocation needs... 
    Retirement
    Full time

    Fidelity Investments

    Austin, TX
    6 days ago
  • $30 - $40 per hour

     ...professional pursuing a career in financial planning. The Associate Planner will play...  ...Conduct analyses for investments, retirement planning, cash flow, education funding,...  ...Client Service Support client onboarding and ensure a smooth client experience... 
    Retirement
    Hourly pay
    Full time
    Apprenticeship
    Work at office
    Remote work
    Work from home
    Flexible hours

    Jobrapido

    Austin, TX
    1 day ago
  • $2,500 per month

     ...Rx, dental, and vision benefitsMental Health support through EAPGenerous paid time off, plus 13 paid holidays100% vested 401(K) retirement plansEducational assistance up to $2500 per yearWellSky provides equal employment opportunities to all people without regard to race... 
    Retirement
    Full time

    WellSky

    Austin, TX
    6 days ago
  • $61.9k - $141k

     ...projects for unit movement operations. You’ll use your skills as you plan, organize, and supervise the preparation and execution of unit...  ...Our offerings include health, life, disability, financial, and retirement benefits, as well as paid leave, professional development,... 
    Retirement
    Full time
    Contract work
    Part time
    Work at office
    Local area
    Remote work

    Booz Allen Hamilton

    Austin, TX
    5 days ago
  •  ...recruitment process, providing timely updates. Support the onboarding process by conducting pre-employment background checks, drug...  ...including health, dental, vision, HSA, FSA, life, disability and retirement plans. CesiumAstro is an Equal Opportunity employer. All qualified... 
    Retirement
    Permanent employment
    Full time
    Contract work
    Work experience placement
    Local area

    CesiumAstro, Inc.

    Austin, TX
    3 days ago
  • $50k - $93k

     ...balance. LPA offers competitive salaries and generous benefits, including health and dental insurance, retirement and financial, wellness and other work/life plans. Notice To Recruitment Agencies And Recruiters Please note that LPA does not accept unsolicited resumes... 
    Retirement
    Contract work
    Immediate start

    Lawrence Perry And Associates, Inc.

    Austin, TX
    5 days ago
  •  ...Coordinate offer administration, pre-employment activities, and onboarding transitions while maintaining accurate candidate and...  ...including health, dental, vision, HSA, FSA, life, disability and retirement plans.   CesiumAstro is an Equal Opportunity employer.  All... 
    Retirement
    Permanent employment
    Full time
    Contract work
    Work experience placement
    Work at office
    Local area

    CesiumAstro

    Austin, TX
    a month ago
  • $55k - $60k

     ...responsible for sourcing, recruiting, and onboarding exceptional therapy professionals,...  ...needs and develop tailored recruitment plans. Utilize data analytics to measure recruitment...  ...Assistance Program (EAP) 401(k) retirement plan Paid Time Off (PTO) 7 Company Paid... 
    Retirement
    Weekly pay
    Temporary work
    Flexible hours

    UNKNOWN

    Austin, TX
    4 days ago
  •  ...s In It For Me? Competitive pay based on experience, skills, and performance PTO Plan Multiple Health, Vision and Dental plans for you and your family to choose from 401K Retirement Plan with company match up to 30% Life Insurance, Short-Term and Long-Term Disability... 
    Retirement
    Temporary work
    Work at office

    Abacus Plumbing, Air Conditioning and Electrical

    Austin, TX
    2 days ago
  •  ...receive an annual bonus, commission, and/or long-term incentive plan based on the level and/or type. Compensation ranges for the...  ...bereavement, family and parental leave, and a tax-advantaged 401(k) retirement savings plan. Equal Opportunity Statement Ryder is proud to be... 
    Retirement
    Full time
    Work experience placement

    Ryder Supply Chain Solutions

    Austin, TX
    6 days ago
  • $44k - $48k

     ...Benefits Include Medical, dental, vision, and supplemental insurance options, including HSA match for qualifying contributions. Retirement savings plan with company match. Paid time off and holiday pay. Mileage reimbursement. Tuition reimbursement available. Company... 
    Retirement
    Permanent employment
    Contract work
    Afternoon shift

    Arrow-Child-

    Austin, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Retirement Plan Onboarding Specialist. Be the first to apply!