Junior Retirement Plan Administrator, (HSR)

The role

The Junior Retirement Plan Administrator will take ownership of a caseload of defined contribution retirement plans. This person will support 401(k) and cross-tested plans from start to finish and perform annual compliance testing.

What you will do

• 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

Required qualifications

• 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

Nice to have

• preference will be given to those in the Central & Eastern time zone(s)

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

About the company

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. HowardSimon Retirement is an operating partner of Strongpoint Partners.