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Strongpoint Partners · 5 months ago

Retirement Plan Administrator

United States

Full-time

Hybrid

Mid Level

3+ years exp

Strongpoint Partners is a tech-enabled retirement services platform recognized for its rapid growth and commitment to client service. They are seeking a skilled Retirement Plan Administrator to manage a caseload of 65–75 retirement plans, ensuring compliance and client satisfaction while promoting process improvements in a remote work environment.

Financial ServicesHuman ResourcesProfessional ServicesRetirement

Responsibilities

Manage and perform A-Z administration (plan design, compliance testing, client service, etc.) of a simple to mid-level complex caseload and sensitive client cases

Serve as a guide to other plan administrators in supporting client requirements

Initiate and participate in process improvements

Complete leadership and/or project management courses

Provide strategic guidance and assist in defining strategic goals

Efficiently utilize technology to perform the duties of this position

Attend staff meetings and trainings as requested

Maintain team approach by assisting in areas appropriate for this position

Own stewardship of all assigned business relationships

Perform other duties as assigned

Qualification

Retirement plan administrationCompliance testingClient services experienceQKA certificationAnalytical skillsCRM softwareTeam playerCommunication skillsDetail-orientedProblem-solving skills

Required

QKA or similar industry certification

Bachelors degree from an accredited college or university or equivalent

3-5+ years of retirement plan experience with defined contribution plans

3-5+ years of client services experience

Proficiency in Word, Excel, PowerPoint, Outlook, CRM software

Must be organized and detail-oriented

Exceptional approach to client service focusing on communications, timely solutions, and client needs

Team player, collaborative, able to work with and through others

Strong verbal and written communication skills

Ability to work well under pressure with multiple priorities and deadlines

Excellent analytical and problem-solving skills

Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team