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Retirement Document Specialist at strongpointpartners

Compensation

$50,000 – $60,000/yr

Setup
Remote, Hybrid
Type
Full-time
Level
not_specified
Posted

Description

The Finway Group, a Strongpoint Partners affiliate, is seeking a Remote Retirement Document Specialist to join their team. This role focuses on ensuring a smooth experience for new retirement plan clients by managing plan documentation, verifying accuracy and compliance, and coordinating onboarding workflows. The specialist will collaborate with various internal and external stakeholders to maintain efficient and error-free processing.

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