Onboarding Consultant

Benefits

Additional Information

Beneco, now part of FuturePlan by Ascensus®, is a recordkeeping, third-party administration, and benefits consulting services firm that allies solely with contractors to empower 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 all retirement plan types-start-up and takeover plans-ensuring a seamless transition from sales through go-live. Acting with a "Day 1" mindset, 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 all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire 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 point of contact for clients and advisors. Manage all onboarding activities including plan design validation, data collection, asset conversion oversight, 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 all 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. C oach and mentor team members and provide feedback to manager for performance and improvement purposes. Perform 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 all 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 keep all parties informed. Update systems and reports consistently to reflect real-time progress 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 continuous improvement by identifying opportunities to streamline processes, reduce risk, and elevate client satisfaction. Section 3: Experience, Skills, Knowledge Requirements Education & Experience Bachelor's degree in Business, Finance, Accounting, or related 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 Skills Advanced proficiency in Microsoft Office Suite (Excel, 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

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