Strongpoint Partners · 7 hours ago
Retirement Operations Associate, (CRS)
Cincinnati, OH
Full-time
Onsite
New Grad, Entry LevelStrongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. The Retirement Operations Associate will support daily administrative functions of retirement plan operations, focusing on data entry, document preparation, and assisting with basic plan processing tasks.
Financial ServicesHuman ResourcesProfessional ServicesRetirement
Responsibilities
Perform general administrative and clerical duties related to retirement plan operations
Enter, update, and maintain accurate data in internal systems and spreadsheets
Work extensively with Microsoft Excel and Word for reports, tracking, and documentation
Assist in drafting retirement plan documents and support new business onboarding activities
Process benefit distributions for terminated employees in accordance with plan rules
Review information for accuracy and completeness
Organize and maintain electronic and physical files
Support team members with special projects as assigned
Communicate professionally with internal team members and external contacts as needed
Other duties as assigned
Qualification
Required
Bachelor's degree required (any major considered)
Basic computer proficiency (Microsoft Office, especially Excel and Word)
Strong written and verbal communication skills
High level of attention to detail and accuracy
Solid organizational and time-management skills
Ability to work effectively in a team environment
Basic math and analytical skills
Strong problem-solving ability
Professional and dependable work ethic
Strong interest in administrative or operations-based work
Ability to learn new systems and processes quickly
Must be able to work onsite, (this is NOT a remote position)
Benefits
Flexible Workplace – Hybrid and remote options available for many roles.
Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
Inclusive Environment – A culture that values diversity, collaboration, and respect.
Growth Opportunities – Support for ongoing learning and career development.
Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
Workplace Perks – Incentive bonus programs, flexible hours, & more.
Company
Strongpoint Partners
Strongpoint Partners provides retirement plan administration, payroll, financial, recordkeeping, HR, and fiduciary services.
Founded in 2021
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Danny Hest
Chief Executive Officer
Recent News
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