• Conduct full audits of the on-boarding process and related documents • Review plan documents, corporate documents, and call notes from initial setup • Verify plan status and perform completeness checks • Identify missing items and provide clear, actionable summaries for followup • Review system data to ensure accurate plan information • Review stock entries and confirm proper stock issuance • Organize client folders with all required plan and corporate records • Review retirement plan documents and coordinate corrections when needed • Serve as a proactive contact for new clients • Provide necessary documents to SBA lenders • Assist clients with retirement plan loans • Guide clients through the Year End Questionnaire and Census process • Explain complex plan rules in simple, client friendly terms • Build foundational knowledge of plan design, annual requirements, and compliance testing • Partner with internal teams to resolve on-boarding issues • Use internal tools, including Pension Pro, to manage tasks • Maintain tasks within required internal and external deadlines • Handle confidential plan information professionally and securely • Participate in special projects as needed • Take ownership of all tasks and deliverables for assigned clients • Thrive in a fast paced, deadline driven environment