Who we are:
Strongpoint Partners is an Inc. 5000 recognized fast-growing, tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Strongpoint’s suite of services prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group, and Karel-Gordon & Associates, Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone.
**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
