Who we are:
Strongpoint Partners provides third-party administration of retirement plans and outsourced HR and payroll solutions to small and medium-sized businesses. Strongpoint offers an integrated software platform for retirement planning and payroll and is pursuing a growth strategy that includes add-on acquisitions and organic growth initiatives. Our culture is defined by teamwork, integrity, innovation, a growth mindset, and a passion for providing great service to our clients. With brands such as HowardSimon, Jocelyn, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, and Pollard & Associates, we are building a winning team with a family spirit, and helping to secure our customers’ financial futures, from hire through retire.
**This position has a preference for a local candidate near Boulder, CO for a hybrid schedule. Candidates in other geographical areas may be considered as well in a remote capacity.**
What you'll do:
- Process and monitor daily incoming and outgoing trade files from Custodian
- Reviewing daily payroll uploads from Plan sponsors, and processing corresponding ACH transactions
- Assist Plan Sponsors with payroll questions, file upload issues, and creating new pay schedules
- Preparing cash reconciliation daily and perform asset reconciliation monthly
- Manage annual employer contributions and trade corrections related to annual compliance work
- Monitor payroll email and phone calls and respond to all 401(k) plan sponsor support questions
- Set up new Plans in recordkeeping systems and participate in payroll trainings
- Maintain and update CRM with internal payroll schedules, on off payroll projects, and client contact changes
- Be able to creatively solve problems and overcome challenges in a variety of different scenarios
Who you are:
- Excellent verbal, written, analytical, organizational skills and keen attention to detail
- Strong math and / or accounting skills
- Strong initiative, integrity, self motivation, and results orientation
- Experience working with high-level, busy professionals
- Spanish-speaking a plus but not required
- Proactive problem solver
- Retirement Plan experience, specifically 401(k) plans, preferred but not required
- Sungard Relius and / or Schwab RT experience preferred
- Strong MS Office experience, especially Excel and Word
- College degree
Our Value-Driven Employee Experience:
- Flexible Workplace
- Competitive PTO
- Inclusive Environment
- Development Opportunities
- Comprehensive Benefits
- Workplace Perks
