Retirement Plan Administrator - Remote

Overview

Strongpoint Partners is seeking a skilled Retirement Plan Administrator who will take full ownership of a caseload of approx. 65–75 retirement plans. The right candidate will be confident in administering 401(k) and cross-tested plans from start to finish, have a strong command of compliance testing, and possess a detail-oriented, client-focused approach. This position offers an excellent opportunity for a self-starter who thrives in a remote work environment and is excited to grow with a firm that values innovation and excellence in client service.

In Short

• Manage and perform A-Z administration of retirement plans.
• Guide other plan administrators in client service.
• Initiate and participate in process improvements.
• Complete leadership and/or project management courses.
• Provide strategic guidance and assist in defining goals.
• Utilize technology efficiently for duties.
• Attend staff meetings and trainings as requested.
• Maintain a team approach in assisting others.
• Own stewardship of assigned business relationships.
• Perform other duties as assigned.

Requirements

• QKA or similar industry certification.
• Bachelor's degree or equivalent experience.
• 3-5+ years of retirement plan experience.
• 3-5+ years of client services experience.
• Proficiency in Word, Excel, PowerPoint, Outlook, CRM software.
• Organized and detail-oriented.
• Exceptional client service skills.
• Team player with strong communication skills.
• Ability to work under pressure with multiple priorities.
• Excellent analytical and problem-solving skills.
• Integrity and proactive client engagement.
• Bonus for experience with DB/CB plans and/or QPA.

Benefits

• Flexible Workplace.
• Competitive PTO.
• Inclusive Environment.
• Development Opportunities.
• Comprehensive Benefits.
• Workplace Perks.