Entry-Level Retirement Operations Associate, (CRS)

Strongpoint Partners • Cincinnati, OH

5d • Hybrid

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. Creative Retirement Systems (CRS), based in Springdale, Ohio, is an operating partner of Strongpoint Partners. The CRS team prides itself on helping clients reach their retirement objectives with creative solutions and plans that are tailored to their unique needs. The Retirement Operations Associate will support the daily administrative functions of retirement plan operations. This role focuses on data entry, document preparation, and assisting with basic plan processing tasks, specifically assisting with participant loans & distributions. This is an entry-level role; no prior experience in retirement plans or finance is required. You will receive structured training to build foundational knowledge of retirement plans and administrative processes, with opportunities to grow into more advanced responsibilities over time. While the preference is for this position to be based in our Cincinnati Tri-County office, we are open to considering remote candidates who are the right fit for the role. Remote employees must be located within the Eastern or Central time zones to ensure alignment with business hours and team collaboration.

Requirements

• Bachelor’s degree required (any major considered; math/finance majors preferred)
• 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

Nice To Haves

• No prior experience in retirement plans or finance is required

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

Benefits

• Health, dental, vision, life, and disability coverage
• Flexible PTO – Competitive paid time off, including flexible & unlimited options
• Growth Opportunities – Support for ongoing learning and career development
• Incentive bonus programs
• Flexible hours

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level