Retirement Plan Administration Assistant, (ACI)

Strongpoint Partners•Chino Hills, CA

8d•Onsite

About The Position

Allied Consultants Inc. (ACI), a Strongpoint Partner, is seeking a motivated and detail-oriented Retirement Plan Administration Assistant to join our team in Chino Hills, California. This role is a full-time, on-site position, and this person will primarily be assisting Account Administrators with the administration of qualified retirement plans, including 401(k), profit sharing, defined benefit and cash balance plans. Prior experience or knowledge with qualified retirement plans is a plus, but not a requirement as training will be provided. This role is an excellent opportunity for individuals who want to begin a career in retirement plan administration. This role is based in our Chino Hills, CA office and requires regular in-person attendance. We value collaboration and believe that working together on-site fosters strong teamwork, communication, and innovation.

Requirements

Bachelor’s degree in business, finance, economics, mathematics, accounting, or other similarly related field.
Proficiency in Microsoft Word, Excel, and Outlook; prior experience with CalcAir/Datair preferred.
Strong organizational skills with attention to detail and accuracy.
Exceptional approach to client service focusing on communication, being proactive with client needs and providing timely solutions.
Ability to multitask and manage priorities in a deadline-driven environment.
Team-oriented attitude with a strong desire to learn and grow within the retirement plan industry.
Ability to work well under pressure with multiple priorities and deadlines.
Excellent analytical and problem-solving skills.
Ability to act with integrity and to continuously improve service.

Nice To Haves

Prior experience or knowledge with qualified retirement plans is a plus, but not a requirement as training will be provided.
Fluency in Mandarin or Cantonese is a plus.

Responsibilities

Assist Plan Administrators with tasks related to the administration of qualified retirement plans, such as gathering & organizing census information and assisting with compliance testing & Form 5500 filings.
Perform general administrative duties including data entry, filing, mailing, sending emails, and answering phone calls.
Support the preparation of plan-related documents, including participant forms, reports, and communications.
Assist in the preparation of participant loan and distribution forms and assist with the transition of funds by preparing transfer instructions.
Proactively review the status of activity for assigned plans to ensure administrative service standards are met.
Communicate with clients and advisors in a professional, clear, and timely manner via phone and email.
Maintain accurate records and ensure proper handling of all confidential information.
Learn and apply basic retirement plan concepts, with the opportunity to train and develop into a Retirement Plan Administrator over time.
Utilize CalcAir/Datair, internal systems, and other necessary software to support data management and plan administration activities.