Retirement Plan Administration Assistant,… at Strongpoint… · Chino…

Summary: Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. They are seeking a motivated and detail-oriented Retirement Plan Administration Assistant to assist Account Administrators with the administration of qualified retirement plans, providing an excellent opportunity for individuals looking to begin a career in retirement plan administration. Responsibilities: - Assist Plan Administrators with tasks related to the administration of qualified retirement plans, such as gathering & organizing census information and assisting with compliance testing & Form 5500 filings - Perform general administrative duties including data entry, filing, mailing, sending emails, and answering phone calls - Support the preparation of plan-related documents, including participant forms, reports, and communications - Assist in the preparation of participant loan and distribution forms and assist with the transition of funds by preparing transfer instructions - Proactively review the status of activity for assigned plans to ensure administrative service standards are met - Communicate with clients and advisors in a professional, clear, and timely manner via phone and email - Maintain accurate records and ensure proper handling of all confidential information - Learn and apply basic retirement plan concepts, with the opportunity to train and develop into a Retirement Plan Administrator over time - Utilize CalcAir/Datair, internal systems, and other necessary software to support data management and plan administration activities Required Qualifications: - Bachelor's degree in business, finance, economics, mathematics, accounting, or other similarly related field - Proficiency in Microsoft Word, Excel, and Outlook; prior experience with CalcAir/Datair preferred - Strong organizational skills with attention to detail and accuracy - Exceptional approach to client service focusing on communication, being proactive with client needs and providing timely solutions - Ability to multitask and manage priorities in a deadline-driven environment - Team-oriented attitude with a strong desire to learn and grow within the retirement plan industry - Ability to work well under pressure with multiple priorities and deadlines - Excellent analytical and problem-solving skills - Ability to act with integrity and to continuously improve service Preferred Qualifications: - Prior experience or knowledge with qualified retirement plans is a plus - Fluency in Mandarin or Cantonese is a plus Required Skills: Qualified retirement plans administration, Profit sharing plans, Defined benefit plans, Cash balance plans, Compliance testing, Form 5500 filings, Data entry, Microsoft Word, Microsoft Excel, Microsoft Outlook, CalcAir, Datair, Client Service, Mandarin, Cantonese, Team-oriented attitude 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.