Note: The job is a remote job and is open to candidates in USA. Strongpoint Partners is a tech-enabled retirement services platform providing integrated retirement plan administration, recordkeeping, payroll, and HR solutions. The Consultant Assistant supports Retirement Plan Consultants with client service, plan administration, documentation, reporting, and operational tasks while ensuring accuracy and timely completion.
Responsibilities
- Provide administrative and operational support to Retirement Plan Consultants
- Assist with client communications and follow up on outstanding information and documentation
- Collect and organize client census data and other plan-related information
- Assist with Form 5500 signature collection and filing processes
- Support distribution and loan processing, including gathering required documentation and tracking requests through completion
- Assist with account corrections and other plan administration activities
- Maintain accurate and organized client and plan records
- Assist with recurring plan administration tasks, reporting, and special projects
- Track deadlines and outstanding items to ensure timely completion
- Communicate with internal teams and clients to obtain information and resolve routine administrative questions
- Manage a high volume of tasks while maintaining accuracy and attention to detail
- Other duties as assigned
Skills
- High school diploma or equivalent required
- Strong organizational and time management skills with the ability to manage multiple priorities and deadlines
- Strong written and verbal communication skills
- Intermediate proficiency with Microsoft Excel
- Strong attention to detail and commitment to accuracy
- Ability to learn new systems, processes, and retirement plan concepts quickly
- Ability to work independently after training while collaborating effectively with a team
- Ability to manage confidential information with professionalism and discretion
- Associate or bachelor's degree preferred
- 1–2 years of administrative, client service, financial services, or related experience preferred
- Experience in retirement plan administration, financial services, employee benefits, or a related field
- Familiarity with 401(k) or other defined contribution retirement plans
- Experience with Form 5500 processes
- Experience processing retirement plan distributions, loans, or account corrections
- Experience working with retirement plan administration or recordkeeping systems
Benefits
- Hybrid and remote options available for many roles.
- Competitive paid time off, including flexible & unlimited options.
- A culture that values diversity, collaboration, and respect.
- Support for ongoing learning and career development.
- Health, dental, vision, life, and disability coverage.
- Incentive bonus programs.
- Flexible hours.
Company Overview