Onboarding Specialist

3 weeks ago

Columbia, United States Blue Ridge Associates Full time

**Want to use your skills to positively impact a fast-paced, growing business?**
**Looking to advance your career in an entrepreneurial environment?**

We are a professional services firm that provides third-party retirement plan administration services for companies that sponsor Employee Stock Ownership (ESOP) and 401(k) Plans. We have offices in Charlottesville, VA, Columbia, MD, Pasadena, CA, Columbus, OH and Westchester, IL, although our client base is nationwide. We are the leading ESOP recordkeeping and administration services firm in the country, and we are rapidly growing our 401(k) and defined benefit retirement plan business. We are seeking sharp, detail-oriented, dedicated individuals to join our team.

**Onboarding Specialist - Remote**

**The Role**:
Blue Ridge is looking to add an experienced Onboarding Specialist to our New Business Team. In this role you will manage the transition and set up of incoming plans and existing plans. Ideally you will have at least 5 years of experience working in implementation, with a major focus on plan design and client consultation.

**Essential Functions**
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Proposal Support: Enter the prospect into SalesForce and create the necessary fee quote(s) for the requesting party.
- Plan Design Consultation: Collaborate with Plan Sponsors and their advisors to create a plan that best meets their needs. If a prior plan is in place, review the prior provisions, offer suggested revisions and ensure all protected benefits are addressed.
- Plan Design Illustrations: Create Plan Design Illustrations including profit sharing, match and/or safe harbor plan features to assist with the plan design discussion.
- Plan Document Creation: Create a plan document package using either an industry recognized plan document system.
- Project Management: Ensure a smooth transition of incoming plans. This includes coordinating with Plan Sponsors and prior providers to collect the necessary documentation, completing the paperwork necessary for the Recordkeepers, and attending ongoing status calls.

**Skills/Abilities/ Education/Experience**
- Extensive background working with defined contribution plans including plan design consultation, drafting plan documents, and non-discrimination testing.
- Strong communication skills and the ability to break complex regulations and concepts down so they can be easily understood by plan sponsors.
- Subject matter expert with a thorough understanding of ERISA, DOL and IRS regulations.
- Knowledge of one or more plan document drafting system (FT Williams, ASC, Relius)
- Qualified 401(k) Administrator (QKA) or higher credential from ASPPA is a plus, but not required.
- A Bachelors Degree or equivalent work experience.

**Supervisory Responsibility**
This position **has no **supervisory responsibilities.

**Work Environment**
This job operates in a clerical office setting, either in our Columbia, MD office, Charlottsville, VA office or remote. This role routinely uses standard office equipment such as computers, phones, and copiers. The office environment and job duties include work conducted via in-person face-to-face meetings, videoconferencing, telephone, and other interactions on the computer.

**Physical Demands**
This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.

**Travel**
Travel **will not** be required for this position.

**Benefits**:
**We work hard, but we also have fun.** As a Blue Ridge employee, you will be a part of a company that supports charitable activities through fundraising and volunteer work. You'll enjoy quarterly all-hands lunch meetings where we celebrate our successes (and birthdays), and you'll have opportunities to shine by joining one of our committees, or by volunteering for a special project that calls your name.

Come join us
- Founded in 1988, Blue Ridge ESOP Associates delivers the highest quality ESOP and 401(k) Administration services in the industry. We work with clients in a diverse spectrum of industries and with plans ranging in size from 15 to over 17,000 employees. Our growth has been phenomenal, and it's all due to our fantastic people. We exceed client expectations through personal attention, a proactive, team-oriented approach, and a focus on timeliness and technological innovation. Our supportive, challenging environment fosters respect, integrity and professional growth among our staff. Our mission is to be the ESOP and 401(k) Administration firm of choice._

Don't miss this opportunity to become a part of our dynamic organization
- Equal Opportunity Employer_
- Must be authorized to work in the US._
XJ6

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