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. Pension Financial Services (“PFS”), a Strongpoint Partners, is located in Atlanta, GA, is seeking a skilled and client-service focused Senior Retirement Plan Administrator.
What you'll do:
- Manage and perform A-Z administration (plan design, compliance testing, client service, etc) of a complex caseload and sensitive client cases
- Serve as a leader and guide to other plan administrators in supporting client requirements
- Initiate and participate in process improvements
- Complete leadership and/or project management courses
- Provide strategic guidance and assist in defining strategic goals
- Efficiently utilize technology to perform the duties of this position
- Attend staff meetings and trainings as requested
- Maintain team approach by assisting in areas appropriate for this position
- Own stewardship of all assigned business relationships
- Perform other duties as assigned
Who you are:
- QKA or similar industry certification
- Business degree from an accredited college or university or equivalent
- 8+ years of retirement plan experience
- 8+ years of client services experience
- Proficiency in Word, Excel, PowerPoint, Outlook, CRM software
- Utilize ASC for compliance testing, DATAIR for government forms and Relius for Plan Documents
- Must be organized, detail-oriented and work independently
- 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
Our Value-Driven Employee Experience:
- Flexible Workplace
- Competitive PTO
- Inclusive Environment
- Development Opportunities
- Comprehensive Benefits
- Workplace Perks
