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. We are currently looking for a Plan Operations Associate to join our growing team at Retirement Strategies Group (RSG), a Strongpoint Partner.
The Operations Associate is a key member of our team and is focused on providing operational support for our plan administration teams.
What you'll do:
- Reconcile brokerage accounts
- Complete tasks and projects to support plan administration (government forms, and small plan testing) and new business teams
- Reconcile vendor activity
- Import and scrub annual census data Process plan contributions and distributions
- Process fees
- Perform daily cash and fund reconciliation
- Complete daily trade processing
- Utilize various online vendor platforms for vesting review, uploads, and distribution processing
- Answer participant inquiries
Who you are:
- Bachelor's degree in business, economics, math or related fields preferred
- 2-4 years of experience in financial services operations, employee benefits administration, or related industries
- Excellent communication and organizational skills with the ability to multitask
- Attention to detail and excellent time management skills
- Experience with Relius preferred
- Comfort with technology and ability to learn new systems quickly
- High comfort level with Microsoft Excel including vlookup, consolidate, and other formulas
Our Value-Driven Employee Experience:
- Flexible Workplace
- Competitive PTO
- Inclusive Environment
- Development Opportunities
- Comprehensive Benefits
- Workplace Perks
