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Retirement Plan Onboarding Administrator, (HSR)

3 hours, 35 minutes ago
United States
Full-time
Senior
Customer Success
Customer and Technical Support
Apply Now
Strongpoint Partners

Strongpoint Partners

Strongpoint Partners is a leading provider of third-party administration of retirement plans and outsourced HR and payroll solutions for small and medium-sized businesses. They offer personalized design, service, and support to help clients achieve the...

Insurance
11-50
View All Jobs 2

Description

  • Manage onboarding and the 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.
  • Use technology efficiently to perform job duties.
  • Attend staff meetings and trainings as requested.
  • Assist the team in other appropriate areas and support assigned client relationships during onboarding.

Requirements

  • Bachelor's degree in Business, Finance, Mathematics, or a similarly related field.
  • 4-7 years of retirement plan experience.
  • 5-7 years of client services experience.
  • Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software.
  • Strong organizational skills and attention to detail.
  • Exceptional client service orientation with a focus on communication, timely solutions, and client needs.
  • Ability to work collaboratively and 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.
  • Preferred: proficiency in Relius software.

Benefits

  • Anticipated base salary of $75,000-$90,000 annually.
  • Flexible workplace with hybrid and remote options available for many roles.
  • Competitive paid time off, including flexible and unlimited PTO options.
  • Comprehensive health, dental, vision, life, and disability coverage.
  • Incentive bonus programs and flexible hours.
  • Support for ongoing learning and career development.
  • Inclusive environment that values diversity, collaboration, and respect.

Interested in this position?

Apply directly on the company website

Apply Now

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