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Onboarding Specialist

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Efficient Caseload Mastery!

Your Tasks and Expectations

Caseload Management
Master the art of managing your caseload effectively, surpassing service goals for quality and timeliness with minimal supervision.

Collaborative Onboarding
Coordinate seamlessly with clients, record keepers, and advisors to review all 401(k) documents during onboarding, ensuring a smooth transfer and installation of new retirement plans.

Transparent Updates
Consistently update the system and status report to keep all stakeholders informed about onboarding activities and progress.

Task Deadline Adherence
Ensure internal tasks are completed promptly, meeting scheduled due dates without compromise.

Seamless Transitions
Provide a seamless hand-off to the designated relationship manager, ensuring a smooth transition for our valued clients.

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About Us

At The Finway Group, we’re not your typical corporate America. We specialize in 401(k) plan administration, compliance, and retirement plan consulting. Empathy and compassion are our driving forces as we navigate the exciting journey of growth together.

Our Culture

Join our family-oriented culture, where we celebrate hard work, determination, and being the best at what we do. At The Finway Group, we’re all about investing in your future. If you’re ready to make that investment, we’re ready to welcome you with open arms.

Why Choose The Finway Group?

Join our close-knit family, where every day feels like a win. Here’s why you should be a part of our team:

  1. People First
    We cover 100% of your health, dental, life, and short-term disability premiums. Plus, we contribute $1,200 annually to your HSA.
  2. Secure Future
    Enjoy a 3% company contribution to your 401(k).
  3. Time to Recharge
    Start with 15 days of paid time off, which grows with your time here. We also throw in six paid holidays and two floating holidays.
  4. Path to Success
    Be part of our rapid business growth with opportunities for career advancement.
  5. Work-Life Balance
    Flexible hours within industry standards ensure you can maintain a healthy balance.
  6. Dress Comfortably
    Our office maintains a business casual dress code, with jeans allowed.

Send an Application

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