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Financial Services

Remote Retirement Plan Onboarding Specialist

Remote / Online - Candidates ideally in
Lansdale, Montgomery County, Pennsylvania, 19446, USA
Listing for: Benetrends Financial
Remote/Work from Home position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
A financial services company seeks a Retirement Plan Analyst in Lansdale, PA to guide clients through the setup of their retirement plans. The role involves serving as the primary contact for new clients, educating them on planning features, and ensuring compliance with regulations. Candidates need strong customer service skills, 3+ years of relevant experience, and proficiency in Microsoft Office. Competitive perks include medical benefits and a 401(k) plan with company match.
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