Retirement Plan Administrator

🕒 Julho 8, 2025

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Strongpoint Partners

SiteLinkedInTodas as Vagas

51 - 200 funcionários

🤝 B2B

💸 Finanças

💳 Fintech

B2B • Finance • Fintech

Strongpoint Partners é uma plataforma de serviços financeiros em rápida expansão, habilitada por tecnologia, que oferece administração terceirizada de aposentadorias ("TPA"), registro, e soluções integradas de tecnologia para folha de pagamento e RH para pequenas e médias empresas. O conjunto de serviços da Strongpoint prioriza precisão, conformidade e redução de risco regulatório, tudo entregue por equipes locais de sucesso do cliente que entendem as nuances dos mercados que atendem. Composta por uma rede nacional de empresas líderes em estratégias e administração de aposentadorias, incluindo HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group ("RSG"), e Retirement Planners and Administrators ("RPA"), a Strongpoint Partners combina uma paixão incessante por serviço e inovação com a experiência e expertise necessárias para tornar a aposentadoria viável para todos. Para mais informações, visite: www.strongpointpartners.com

Descrição

• Manage and perform A-Z administration (plan design, compliance testing, client service, etc.) of a simple to mid-level complex caseload and sensitive client cases • Serve as a guide to other plan administrators in supporting client requirements • Initiate and participate in process improvements • Complete leadership and/or project management courses • Provide strategic guidance and assist in defining strategic goals • Efficiently utilize technology to perform the duties of this position • Attend staff meetings and trainings as requested • Maintain team approach by assisting in areas appropriate for this position • Own stewardship of all assigned business relationships • Perform other duties as assigned

🎯 Requisitos

• QKA or similar industry certification • Bachelors degree from an accredited college or university or equivalent • 3-5+ years of retirement plan experience with defined contribution plans • 3-5+ years of client services experience • Proficiency in Word, Excel, PowerPoint, Outlook, CRM software • Must be organized and detail-oriented • Exceptional approach to client service focusing on communications, timely solutions, and client needs • Team player, collaborative, able to work with and through others • Strong verbal and written communication skills • 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 • +++Added bonus if you have experience with DB/CB plans and/or QPA

🏖️ Benefícios

• Flexible Workplace • Competitive PTO • Inclusive Environment • Development Opportunities • Comprehensive Benefits • Workplace Perks