Retirement Plan Onboarding Administrator

🕒 il y a 4 jours

🌽 Illinois – Distant

🌽 Illinois – Remote

💵 $75 000 - $90 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🖥️ Administrateur

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Strongpoint Partners

Site WebLinkedInTous les Emplois

51 - 200 employés

🤝 B2B

💸 Finance

💳 Fintech

B2B • Finance • Fintech

Strongpoint Partners est une plateforme de services financiers en pleine expansion, soutenue par la technologie. Elle fournit des services d'administration de retraites tierce partie (« TPA »), de tenue de registres, ainsi que des solutions intégrées de paie et de technologie RH pour les petites et moyennes entreprises. La gamme de services de Strongpoint met l'accent sur la précision, la conformité et la réduction des risques réglementaires, le tout assuré par des équipes locales de réussite client qui comprennent les nuances des marchés qu'elles desservent. Composée d'un réseau d'entreprises de stratégie et d'administration de retraite de premier plan de côte à côte, y compris HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group (« RSG ») et Retirement Planners and Administrators (« RPA »), Strongpoint Partners combine une passion sans relâche pour le service et l'innovation avec l'expérience et l'expertise requises pour que la retraite soit accessible à tous. Pour plus d'informations, veuillez visiter : www.strongpointpartners.com

Description

• Manage the onboarding and first year of administration for assigned new clients • Coordinate the transition of new plans from implementation to ongoing service • Perform annual administration and all levels of compliance testing for assigned new client plans • Complete plan documents, amendments, and related onboarding deliverables • Provide guidance to clients on compliance and administrative topics during the first year of service • Partner with internal teams to ensure a smooth onboarding experience and timely handoff to ongoing administration • Efficiently utilize technology to perform the duties of this position • Attend staff meetings and trainings as requested • Maintain a team approach by assisting in areas appropriate for this position • Own stewardship of assigned new client business relationships during onboarding and the initial service period • Other duties as assigned

🎯 Exigences

• Bachelor's degree in Business, Finance, Mathematics, or similarly related field. • 4-7 years of retirement plan experience • 5-7 years of client services experience • Proficiency in Word, Excel, PowerPoint, Outlook, CRM software • 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 • Proficient in Relius software, (preferred)

🏖️ Avantages

• Flexible Workplace – Hybrid and remote options available for many roles. • Flexible PTO – Competitive paid time off, including flexible & unlimited options. • Inclusive Environment – A culture that values diversity, collaboration, and respect. • Growth Opportunities – Support for ongoing learning and career development. • Comprehensive Benefits – Health, dental, vision, life, and disability coverage. • Workplace Perks – Incentive bonus programs, flexible hours, & more.