Client Onboarding Specialist

Do you want to utilize your communication and process-oriented skills in a detailed and consistent way in an office environment? Do you want to work for a growing company in an expanding business market?  Are you effective at managing multiple tasks and explaining technical information in a simple manner? Then we want to talk to you!

Who We Are:

Trinity Pension Consultants, Inc. is a leading regional, independent, and non-producing Third-Party Administration firm located in Akron, Ohio and has offices in Columbus, OH; Cincinnati, OH; Indianapolis, IN; Detroit, MI; Nashville, TN; and Atlanta, GA. Trinity collaborates with retirement plan sponsors and their associated financial professional in delivering highly effective administration and compliance solution for their employer sponsored retirement plan. 

Working as a Retirement Plan Conversion Specialist will give you the opportunity to do lots of different things, like:

• Communicate with clients and their financial partners to meet deadlines
  


• Create the conversion schedules and communicate timelines to all interested parties.
  


• Learning and applying rules and regulations to complete paperwork and web forms.
  


• Reconcile, scrub, and analyze data.
  


• Adhere to internal procedures and project guidelines.
  


• Managing daily workflow in a consistent and efficient manner to meet deadlines and metrics.
  


• Utilize internal and external resources to research answers to questions and issues.
  


• Be an individual contributor while working in a team.
  


• Provide cross-channel support as appropriate.
  

Requirements

Who You Are:

• Dedication to keeping the business is a must!
  


• Ability to manage office functions efficiently, organize work, establish priorities and maintain good interpersonal relations.
  


• Be able to learn, apply and explain new technical knowledge in a simplified manner.
  


• Possess strong communication and computer/software skills, and demonstrate trustworthiness, adaptability and responsiveness.
  


• Team player and great positive attitude is a must.
  


• Strong communication, analytical, and organizational skills are required.
  


• Ability to follow direction and leadership.
  


• Possess a relentless pursuit to be successful.
  

What you need to be qualified for this job:

• Three to five years prior work experience.
  


• Associates Degree, preferred.
  


• Excellent verbal and written communication and listening skills.
  


• Proficient computer / software skills, including MS Office (Outlook, Excel, Word).
  


• Discipline and drive to stay focused and motivated.
  


• Effective time management and organization capabilities with a focus on delivering Raving Fan experience.
  


• Willingness to learn about the retirement industry by attaining certifications and designations.
  

Benefits

Why Join Our Team?

• Work on challenging and interesting problems, and strive to do the right thing, the right way and continually improve.
  


• We are a true partner to our employees and clients.
  


• Our team is constantly learning, both individually and as an organization, and truly value hearing our team member’s unique perspectives, insights, and opinions.
  


• We are a growing business with development and growth opportunities.
  


• We encourage a strong partnership between managers and team members that ensures high performance and continuous professional and personal growth.
  


• We strongly believe in promoting from within, and always look first to our internal talent for open opportunities.
  

In return, Trinity Pension Consultants offers:

• Salary dependent on experience
  


• Paid Time Off (PTO)
  


• 401(k) retirement plan
  


• Medical, Dental, Vision, H.S.A. effective Day 1
  


• Life Insurance, LTD, STD
  


• PTO Purchase
  


• Summer Fridays
  

Are you ready to join our team?

If you feel like you are the right candidate for this job, just click on the apply button. Our quick application should take you about 5 minutes to fill out and your information will be sent to our hiring team.

All qualified applicants will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Currently, we are not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role.