Self-Service Implementation Agent

Project Overview:

This role supports Self Service Plan Sponsors during onboarding by providing timely, high-quality guidance as users navigate our client’s platform. The Agent does not own onboarding end to end, but instead focuses on quickly responding to inquiries, clarifying requirements, unblocking progress, and reinforcing standardized processes. Success in this role depends on strong communication, comfort operating in a fast-paced, high-volume environment, and a non-negotiable commitment to responsive, reliable service.

Key Responsibilities

• Supporting Self Service Plan Sponsors as they onboard to our client’s platform
• Provide timely, accurate, and high-quality responses to Self Service client inquiries, recognizing that speed and reliability of service are non-negotiable expectations of the role
• Guide Self Service clients through the onboarding path by providing clarification, direction, and timely support
• Monitor progress across multiple Self Service onboarding efforts, identifying blockers, risks, or points of confusion and escalating when appropriate
• Offer clear guidance on timelines, required actions, and next steps to help clients successfully complete onboarding milestones
• Communicate clearly and concisely with internal and external stakeholders regarding onboarding expectations, available resources, and process updates
• Support basic plan design questions and onboarding education, assisting clients in understanding tools, workflows, and requirements

Required Qualifications

• Experience in client support, project coordination, or cross-functional collaboration roles
• Demonstrated ability to deliver prompt, reliable service in a pooled, high-volume support environment
• Strong communication skills with the ability to provide clear, concise guidance under time-sensitive conditions
• Experience using operational and workflow tools such as Jira, Salesforce, and Google Workspace; ability to follow and reinforce standardized processes
• Demonstrated aptitude for learning new systems and concepts quickly and applying them in client service scenarios
• Willingness to learn retirement plan fundamentals, onboarding workflows, and Self Service plan requirements

Helpful / Preferred Qualifications

• Experience supporting Self Service, tech-enabled, or scaled onboarding or support models
• Exposure to retirement plans (401(k)/403(b)), plan administration, or plan conversions
• General knowledge of ERISA and retirement plan compliance concepts
• Experience with compliance or recordkeeping systems

Hours:

40-50 hours per week

9am-6pm US-ET

$6 per hour

WHO ARE WE LOOKING FOR?

Overview

We are seeking a detail-oriented and proactive Operations Agent to join our team. This individual will manage and validate data queues, review supporting documentation, communicate with loan servicers, and collaborate with our client’s teams to ensure seamless operations and client satisfaction.

WHAT WILL YOU BE DOING?

Day-to-day you will be expected to:

• Data Validation & Data Entry:
• Review and validate employee loan information and documentation for accuracy and compliance with program requirements.
• Ensure data integrity across systems.
• Review and confirm plan account details and associated documentation.
• Document Review: Conduct thorough reviews of participant and employer-submitted materials to ensure all data meets operational and compliance standards.
• Inbox Monitoring: Manage and respond to inquiries in the operations and support inbox, escalating issues as needed.
• Servicer Communications: Coordinate with student loan servicers and financial institutions to resolve discrepancies, confirm payments, and maintain accurate account records.
• Invoicing Operations: Support monthly invoicing processes, reconciling data to ensure accurate billing and payment reporting.
• Cross-Team Collaboration: Work closely with internal departments including Client Services, and Product to improve processes and support client success.
• Quality Assurance: Maintain high attention to detail and adhere to established workflows to ensure consistent operational excellence.
  
  

REQUIREMENTS

• 1-3 years of experience within the operations sector.
• Familiarity within the financial services industry.
• Familiarity with Zendesk.
• Strong verbal and written communication skills for servicer outreach and documentation.
• Exceptional organizational skills and the ability to manage competing priorities.
• Willingness to learn, adapt to new challenges, and grow within the role.
• Experience in high-volume, detail-oriented environments is a plus.
• Extremely detail oriented, and willing to collaborate with various stakeholders.

Rate: $5 hourly

Hours: 8am - 5pm ET

Investment Operations Specialist

WHO ARE WE LOOKING FOR?
We are looking for an Investment Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. 

WHAT WILL YOU BE DOING? 

• Review and identify issues with potential fund lineups 
• Preparing Fund Applications for third-party fund companies with client information
• Coordinate with Implementation Managers and Investment teams to successfully transition new and conversion qualified plans onto the client’s platform 
• Update, maintain, and review client data within CRM systems  
• Ensure collaboration with all internal teams to meet expected timelines 
• Support the creation and maintenance of written operating procedures related to assigned functions

REQUIREMENTS 

The Necessities 

• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders 
• Possess a good understanding of how mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs) trade and settle 
• Demonstrate an affinity for learning, creating, and Communicating effectively
• Proactive and analytical, able to problem-solve and propose solutions 
• Demonstrate a high degree of organization and dependability 
• Ability to prioritize tasks and manage client expectations 

The Extras 

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira 
• General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)

US Eastern Time (8:30am - 5:30pm)

Rate: $6 per hour

Conversions Operations Specialist

WHO ARE WE LOOKING FOR?
We are looking for a Conversions Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. 

WHAT WILL YOU BE DOING? 

• Review and record cash and in-kind asset transfers in the trust accounting system
• Work with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs
• Perform reconciliations of invested assets and cash activity between the trust accounting system and sub-custodian by specified deadlines  
• Coordinate with Implementation Managers and Investment teams, to successfully transition new and conversion qualified plans onto the client’s platform 
• Coordinate with receiving record keepers, to liquidate and transfer plan assets from the client’s platform  
• Update, maintain, and review client data within CRM systems  
• Ensure collaboration with all internal teams to meet expected timelines 
• Support the creation and maintenance of written operating procedures related to assigned functions

REQUIREMENTS 

The Necessities 

• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders 
• Possess a good understanding of how mutual funds, stable value funds, and ETFs trade and settle 
• Possess a strong aptitude for numbers, and understanding of cash and traditional securities reconciliations 
• Demonstrate an affinity for learning, creating, and iterating rapidly 
• Proactive and analytical, able to problem-solve and propose solutions 
• Demonstrate a high degree of organization and dependability 
• Ability to prioritize tasks and manage client expectations 

The Extras 

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira 
• General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)

US Eastern Time (7:30am - 4:30pm)

$8 per Hour

 Retirement Plan Administration Associate

Who are we looking for?

The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for our client’s bundled clients.

 This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of our client’s clients and driving product improvements. 

The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team to handle the plan terminations. The ideal candidate is a motivated individual who can manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams.

What will you be doing?

• Year end testing for DC plans & 5500s for terminating DC plans (EZ, SF and large)
• Drafting termination resolutions 
• Communicate with clients throughout the termination process

Requirements

• Minimum of 2 years of retirement plan administration experience 
• Ideally has worked on plan terminations and/or plan documents
• Excellent written & oral communication skills
• Meticulous attention to detail & organization
• Passion for helping people
• Proficient in Microsoft Office Suite & G suite
• Proven ability to think analytically & operate independently within set deadlines
• Team player 
• Shows ownership and initiative in all aspects of work
• QKA certifications

Shift: 9am - 6pm ET

Compensation: $6 Hourly

Employment type: Contract
Workplace type: Remote
Seniority level: Entry Level

Custody Operations Specialist

WHO ARE WE LOOKING FOR?
We are looking for a Custody Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. 

WHAT WILL YOU BE DOING? 

• Review and record cash and in-kind asset transfers in the trust accounting system
• Work with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs
• Perform reconciliations of invested assets and cash activity between the trust accounting system and sub-custodian by specified deadlines  
• Coordinate with Implementation Managers and Investment teams, to successfully transition new and conversion qualified plans onto the client’s platform 
• Coordinate with receiving record keepers, to liquidate and transfer plan assets from the client’s platform  
• Update, maintain, and review client data within CRM systems  
• Ensure collaboration with all internal teams to meet expected timelines 
• Support the creation and maintenance of written operating procedures related to assigned functions

REQUIREMENTS 

The Necessities 

• You're optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders 
• Possess a good understanding of how mutual funds, stable value funds, and ETFs trade and settle 
• Possess a strong aptitude for numbers, and understanding of cash and traditional securities reconciliations 
• Demonstrate an affinity for learning, creating, and iterating rapidly 
• Proactive and analytical, able to problem-solve and propose solutions 
• Demonstrate a high degree of organization and dependability 
• Ability to prioritize tasks and manage client expectations 

The Extras 

• Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira 
• General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)

US Eastern Time (7:30am - 4:30pm)

$5 per Hour

Who Are We Looking For?

We’re looking for a dedicated specialist to assist our Operations team to manage plan document drafting, amendments, restatements, and plan setup. Prior experience supporting plan design and plan document services for 401(k) and 403(b) plans is helpful, but not required.

What Will You Be Doing?

Our mission is to empower retirement savings includes bundled plan services and oversight. As a Specialist on the Plan Documents Team, you will work closely with our Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to assist with Plan Design review, drafting plan documents, and plan set up while consulting with teams on their operational considerations.

 Day-to-Day, You May Also Be Expected To:

• Provide Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and related disclosures

• Project management support - assist with  processes for novel and recurring large-scale document projects; and assure successful, timely completion of each

• Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents, operational corrections, audit support

Requirements

• Keen attention to detail and deadlines
• You thrive in a fast-paced environment and have the ability to quickly learn new processes, contribute ideas, and iterate on solutions as needed
• Strong, demonstrated commitment to proactively managing workload while adhering to IRS/DOL deadlines
• Positive, collaborative, and proactive attitude
• Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives

Hours:

45-50 hours per week

9-6pm US-ET

Must be able to work US-East Coast/New York Time Zone

Compensation

• Type: Hourly
• Rate: $6/hour

Employment type: Contract
Workplace type: Remote