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. SI Group, a Strongpoint Partner, is located in Honolulu, HI and is seeking a skilled and client-service focused Mid-Level or Senior Retirement Plan Administrator.
As a member of the Client Services Team, the Mid/Sr-Level Retirement Plan Administrator has a diverse knowledge of plan design, compliance, and client relations. This position will perform all levels of testing and provide guidance to team members and clients.
**This position has a preference for a local candidate in Honolulu, HI for a hybrid schedule and/or candidates in geographical areas within the PST/MST time zones. Candidates in other geographical areas may be considered as well in a remote capacity willing to work HI business hours.**
What you'll do:
- Manage and perform A-Z administration (plan design, compliance testing, client service, etc.) of a simple to mid-level complex caseload and sensitive client cases
- Serve as a 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
- Bachelors degree from an accredited college or university or equivalent
- 3-5+ years of retirement plan experience with defined contribution plans
- 3-5+ years of client services experience
- Proficiency in Word, Excel, PowerPoint, Outlook, CRM software
- Must be 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
- +++Added bonus if you have experience with DB/CB plans and/or QPA
Our Value-Driven Employee Experience:
- Flexible Workplace
- Competitive PTO
- Inclusive Environment
- Development Opportunities
- Comprehensive Benefits
- Workplace Perks
