Note: The job is a remote job and is open to candidates in USA. Jocelyn Pension Consulting, a Strongpoint Partners operating partner, is seeking an Operations Associate for its Participant Services team. The role supports day-to-day 401(k) plan administration, including participant transactions, client service, and operational processes.
Responsibilities
- Review and process participant loan and distribution requests, including hardship withdrawals, rollovers, terminations, and required minimum distributions (RMDs), in accordance with plan provisions and applicable regulations
- Verify participant eligibility for loans and distributions based on plan documents and participant status
- Ensure accurate calculation of loan repayment schedules and applicable tax withholdings
- Prepare daily cash reconciliations, ensuring accuracy and timely resolution of discrepancies
- Respond to inquiries from plan sponsors and participants regarding loans, distributions, and general 401(k) plan operations
- Monitor incoming emails and phone calls, providing timely and professional support to plan sponsors and participants
- Communicate plan rules, procedures, documentation requirements, and processing timelines clearly and effectively
- Identify opportunities to improve operational workflows, efficiency, and overall service delivery
- Research and resolve participant and plan-related issues while maintaining a high level of accuracy and customer service
- Collaborate with internal teams to ensure smooth daily operations and a positive client experience
- Perform other duties as assigned
Skills
- Excellent verbal and written communication skills, with strong organizational abilities and attention to detail
- Strong mathematical, analytical, and/or accounting skills
- Proficiency in Microsoft Office, particularly Excel and Word
- Ability to manage multiple priorities, meet deadlines, and work independently
- Strong initiative, integrity, and a proactive, solutions-oriented approach
- Comfortable learning new technologies and adapting to evolving processes
- Ability to communicate professionally with plan sponsors, participants, and other stakeholders
- Experience working with busy professionals and managing time-sensitive requests
- Previous experience in retirement plan administration, particularly 401(k) plans, preferred
- Experience with Sungard Relius and/or Schwab RT preferred
- Spanish-language proficiency is a plus
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