Retirement Plan Administrator

Strongpoint Partners

Completely RemoteFull TimeFinance & Banking
Posted Yesterday

Job description

Responsibilities

  • Manage and perform A-Z administration of a caseload of 65–75 retirement plans, including plan design and compliance testing
  • Serve as a guide to other plan administrators in supporting client requirements
  • Initiate and participate in process improvements
  • Provide strategic guidance and assist in defining strategic goals
  • Own stewardship of all assigned business relationships
  • Efficiently utilize technology to perform duties and attend staff meetings

Requirements

  • Bachelor's degree from an accredited college or university or equivalent
  • 3-5+ years of A-Z retirement plan administration experience with defined contribution plans
  • 3-5+ years of client services experience
  • Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software
  • Strong analytical, problem-solving, and communication skills
  • Ability to work under pressure with multiple priorities and deadlines

Preferred Qualifications

  • QKA and/or QPA industry certification
  • Experience with DB/CB plans and/or Combo plans

About the Company

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions.

Skills & tools

ComplianceFinance

What the team is looking for

Use this list as a quick fit check before you apply.

  1. 01Bachelor's degree
  2. 023-5+ years retirement plan administration
  3. 033-5+ years client services
  4. 04Proficiency in MS Office and CRM
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