Retirement Plan Onboarding Administrator

🔥 4 minutes ago

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $75k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🖥️ Administration

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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

• 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

🎯 Requirements

• 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)

🏖️ Benefits

• 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.