Onboarding Document Specialist

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Strongpoint Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

💸 Finance

💳 Fintech

B2B • Finance • Fintech

Strongpoint Partners is a national partnership that specializes in providing integrated retirement, payroll, and HR solutions for small to medium-sized businesses. They offer a customer-centric platform that aims to increase long-term wealth for clients and their employees. The company's services include plan consultation and design, compliance and tax support, recordkeeping, and advisory, backed by a robust technology infrastructure. With over 150,000 plan participants across 40+ states and $14B+ in plan assets under administration, Strongpoint Partners is dedicated to building trusted and knowledgeable retirement solutions.

📋 Description

• Prepare, review, and coordinate retirement plan documents, including adoption agreements, plan documents, trust agreements, and related materials • Manage onboarding workflows from initial document preparation through execution and completion • Review documents for accuracy, completeness, and alignment with applicable IRS, ERISA, and internal requirements • Partner with advisors, clients, and internal teams to gather information, clarify requirements, and keep onboarding timelines on track • Perform detailed quality checks and identify discrepancies or missing information before documents are finalized • Maintain accurate digital records and documentation tracking throughout the onboarding process • Enter, update, and maintain plan and client information across internal systems • Help identify opportunities to improve onboarding processes, workflows, and overall efficiency • Stay informed on regulatory and industry changes that may impact retirement plan documentation • Collaborate across teams and partner organizations to help deliver a consistent, high-quality client experience

🎯 Requirements

• Bachelor’s degree in Finance, Business, or a related field, or equivalent experience • 1–3+ years of experience in retirement plans, TPA operations, financial services, or a related field • Strong attention to detail with a commitment to accuracy • Highly organized with the ability to manage multiple priorities, deadlines, and workflows • Strong written and verbal communication skills • A proactive, collaborative approach and willingness to take ownership of work from start to finish • Experience working with 401(k), qualified retirement plans, or 3(16) services • Familiarity with IRS and ERISA requirements related to retirement plan documentation • Experience with TPA or retirement plan administration systems such as FT William, Relius, ASC, or PensionPro • ASPPA credentials such as QKA or QKC, or demonstrated progress toward certification • Experience supporting plan onboarding, document preparation, or implementation

🏖️ Benefits

• Hybrid and remote options available for many roles • Competitive paid time off, including flexible & unlimited options • A culture that values diversity, collaboration, and respect • Support for ongoing learning and career development • Health, dental, vision, life, and disability coverage • Incentive bonus programs • Flexible hours • More workplace perks