Retirement Plan Recordkeeping Associate, (RSG)

Strongpoint Partners•New Orleans, LA

1d•Hybrid

About The Position

Retirement Strategies Group (RSG), a Strongpoint Partner, is seeking a Plan Accounting Associate to join and support our Plan Accounting department. This entry-level position plays a critical role in ensuring retirement plan transactions are processed accurately, timely, and in accordance with established procedures. In this role, you will assist with processing and reviewing plan contributions, distributions, enrollment forms, fees, and participant requests, while also supporting the participant call center. You will perform daily cash and fund reconciliations, complete trade processing, and help resolve discrepancies. This position blends detailed data analysis with ongoing communication, making it an excellent opportunity for an organized, detail-oriented multitasker who is interested in building a career in operations or financial services. This role is an in-person opportunity based out of the RSG office in New Orleans, LA; fully in-person work will be required for ~6 months with potential to shift to a hybrid schedule after training is complete. RSG operates on a “flex schedule” model which allows employees some flexibility regarding their specific work hours.

Requirements

Bachelor’s degree or equivalent work experience preferred
1–3 years of experience in operations, financial services, benefits administration, or a related field preferred
Strong attention to detail and ability to manage data accurately across multiple systems
Excellent organizational and time management skills, with the ability to manage multiple onboarding projects simultaneously
Strong written and verbal communication skills, including the ability to interact professionally with clients
Comfortable working in a process-driven environment with structured workflows
Proficiency in Microsoft Office (particularly Excel) and experience working with internal systems or workflow platforms
Ability to work collaboratively with cross-functional teams

Nice To Haves

Experience working with retirement plans, benefits administration, or financial services
Experience in professional services or operations support environment
Comfort with technology and ability to learn new systems quickly

Responsibilities

Process retirement plan contributions and distributions in accordance with plan requirements
Manage enrollment forms and participant materials, ensuring completeness and accuracy
Process applicable fees and maintain proper documentation
Perform daily cash and fund reconciliations to ensure accuracy of transactions
Complete daily trade processing activities in a timely manner
Utilize vendor platforms to review vesting, process distributions, and manage data uploads
Respond to participant inquiries and provide support to resolve issues or questions
Sort, scan, and organize incoming mail and assign statements appropriately
Maintain accurate records and documentation related to plan administration activities
Identify discrepancies or issues and collaborate with internal teams to resolve them
Support cross-functional teams, including operations and client service, to ensure smooth plan administration
Other duties as assigned