About the position
Strongpoint Partners is an Inc. 5000 recognized fast-growing, tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Strongpoint’s suite of services 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. With a coast-to-coast network of leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group, Karel-Gordon & Associates, Cash Balance Actuaries, and Pension Consultants Inc, Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. HowardSimon is part of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP). Strongpoint and its affiliate partners provide third-party administration of retirement plans and outsourced HR and payroll solutions to small and medium-sized businesses. Strongpoint offers an integrated software platform for retirement planning and payroll, and is pursuing a growth strategy that includes add-on acquisitions and organic growth initiatives. Our culture is defined by teamwork, integrity, innovation, a growth mindset, and a passion for providing great service to our clients.
Responsibilities
- Reconciles brokerage accounts
- Completes tasks and projects to support plan administration and new business teams
- Reconciles vendor activity
- Imports and scrubs annual census data
- Processes plan contributions and distributions
- Processes fees
- Performs daily cash and fund reconciliation
- Completes daily trade processing
- Utilizes various online vendor platforms for vesting review, uploads, and distribution processing
- Answers participant phone calls and replies to inquiries via email
- Efficiently utilizes technology to perform a variety of tasks
- Attends staff meetings and trainings as directed by leadership
- Approaches role with a continuous improvement mindset, looking to identify and implement organizational process solutions
Requirements
- Associates degree from an accredited college or university; Equivalent years of experience considered
- 2-4 years of experience in financial services operations, employee benefits administration, or related business environment
- Exceptional approach to stewardship in a client service industry, focusing on communications, timely solutions, and meeting and exceeding client expectations
- Solid financial acumen
- Strong verbal and written communication skills
- Proficiency in Word, Excel, PowerPoint, Outlook, CRM software
- Must be organized and detail-oriented
- Ability to work well under pressure with multiple priorities and deadlines
- Excellent analytical and problem-solving skills
- Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team
Nice-to-haves
- Qualified 401(k) Administrator (QKA) certification preferred
Benefits
- Flexible Workplace
- Competitive PTO
- Inclusive Environment
- Development Opportunities
- Comprehensive Benefits
- Workplace Perks
