Retirement Onboarding Specialist (TFG)

The Retirement Onboarding Specialist at The Finway Group will manage the onboarding process for new retirement plan clients, ensuring that all key milestones and deadlines are met. Daily tasks include reviewing and interpreting plan documents, coordinating with various stakeholders, and maintaining accurate onboarding systems. The role requires a strong understanding of qualified retirement plans and a focus on delivering a high-quality client experience.

• Flexible Workplace – Hybrid and remote options available for many roles
• Flexible PTO – Competitive paid time off, including flexible & unlimited options
• Inclusive Environment – A culture that values diversity, collaboration, and respect
• Growth Opportunities – Support for ongoing learning and career development
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage
• Workplace Perks – Incentive bonus programs, flexible hours, & more

• Remote position limited to Eastern and Central time zones; preference for candidates in the Atlanta area who can work hybrid
• No specific technology stack mentioned, which may indicate a lack of modern tools or systems
• Salary range provided, but may vary based on location and experience