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, recordkeeping, payroll, and HR solutions. Howard-Simon Retirement is seeking a Junior Retirement Plan Administrator to manage assigned defined contribution retirement plans, support 401(k) and cross-tested plans, perform compliance testing, and communicate with clients in a remote work environment.
Responsibilities
- Perform basic non-discrimination testing
- Communicate directly with clients on plan mechanics
- Research and present on compliance topics
- Shadow Senior Retirement Plan Administrator to increase testing and document knowledge
- 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
Skills
- 1-3 years of retirement plan experience
- 2-4 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 critical thinking 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
Benefits
- Flexible Workplace – Hybrid and remote options available for many roles.
- Flexible PTO – Competitive paid time off, including flexible & unlimited options.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- Growth Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, flexible hours, & more.
- Specific benefits and programs may vary by partner and position.
Company Overview