Loans & Distribution

Strongpoint Partners

2d•$45,000 - $55,000•Remote

About The Position

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. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. This role is for a dedicated individual with 2-3 years of experience in managing loans and distributions within the retirement plan landscape to join our Loans and Distribution team. The individual will play a pivotal role in ensuring accurate and timely processing, resolving issues, and providing exceptional customer service, all while embracing our empathetic and growth-driven culture. This is a fully remote position and can be performed from anywhere within the United States; however, due to the primary locations of our client teams, preference will be given to those in the Central and Eastern time zones.

Requirements

Preferred minimum of 2-3 years of experience with retirement plan documents.
Experience working in a high-volume processing environment.
Highly organized to prioritize and keep multiple requests in motion to meet 24-48 hours processing metrics.
General understanding of plan document language to ensure proper handling of requests
Outstanding verbal and written communication skills for top-notch customer service.
Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
A keen eye for detail, compliance, and accuracy.
Self-starters and own their body of work.

Nice To Haves

Experience working with recordkeepers Empower, Voya, John Hancock, Principal, TransAmerica a plus.

Responsibilities

Manage inflow of requests that come in overnight that are assigned to you
Assisting participants as needed to ensure their requests are handled appropriately by learning different vendors’ websites to approve online requests and run reports when needed
Answering and returning calls from recordkeepers, customers, participants but not limited to.
Administrative work that includes a variety of reports, data entry, research, documentation review
Ensuring timely and accurate processing of distributions and loans
Resolving issues as they pertain to distribution and loan processing
Manage relationships with multiple recordkeepers to ensure compliance and seamless processing.
Keep PensionPro, FT William, recordkeepers, ERISApedia current.