Strongpoint Partners
Retirement Plan Administrator
Strongpoint Partners, Honolulu, Hawaii, United States, 96814
Who we are:
Strongpoint Partners is a fast-growing, tech-enabled financial services platform that provides third-party retirement administration ("TPA"), recordkeeping, and integrated payroll and HR technology solutions for small and medium businesses. Strongpoint's suite of services prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, Pollard & Associates, Carlson Quinn, SI GROUP, and Retirement Planning Consulting Group, Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. Strongpoint has been recognized among the Inc. 5000 list of America's fastest-growing private companies in 2024!
SI Group, a Strongpoint Partner, is located in Honolulu, HI and is seeking a skilled and client-service focused Mid-Level or Senior Retirement Plan Administrator. As a member of the Client Services Team, the Mid/Sr-Level Retirement Plan Administrator has a diverse knowledge of plan design, compliance, and client relations. This position will perform all levels of testing and provide guidance to team members and clients.
**This position has a preference for a local candidate in Honolulu, HI for a hybrid schedule and/or candidates in geographical areas within the PST/MST time zones. Candidates in other geographical areas may be considered as well in a remote capacity willing to work HST/PST business hours.**
What you'll do:Manage and perform A-Z administration (plan design, compliance testing, client service, etc.) of a simple to mid-level complex caseload and sensitive client casesServe as a guide to other plan administrators in supporting client requirementsInitiate and participate in process improvementsComplete leadership and/or project management coursesProvide strategic guidance and assist in defining strategic goalsEfficiently utilize technology to perform the duties of this positionAttend staff meetings and trainings as requestedMaintain team approach by assisting in areas appropriate for this positionOwn stewardship of all assigned business relationshipsPerform other duties as assignedWho you are:
QKA or similar industry certificationBachelors degree from an accredited college or university or equivalent3-5+ years of retirement plan experience with defined contribution plans3-5+ years of client services experienceProficiency in Word, Excel, PowerPoint, Outlook, CRM softwareMust be organized and detail-orientedExceptional approach to client service focusing on communications, timely solutions, and client needsTeam player, collaborative, able to work with and through othersStrong verbal and written communication skillsAbility to work well under pressure with multiple priorities and deadlinesExcellent analytical and problem-solving skillsAbility 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+++Added bonus if you have experience with DB/CB plans and/or QPAOur Value-Driven Employee Experience:
Flexible WorkplaceCompetitive PTOInclusive EnvironmentDevelopment OpportunitiesComprehensive BenefitsWorkplace Perks
Strongpoint Partners is a fast-growing, tech-enabled financial services platform that provides third-party retirement administration ("TPA"), recordkeeping, and integrated payroll and HR technology solutions for small and medium businesses. Strongpoint's suite of services prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, Pollard & Associates, Carlson Quinn, SI GROUP, and Retirement Planning Consulting Group, Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. Strongpoint has been recognized among the Inc. 5000 list of America's fastest-growing private companies in 2024!
SI Group, a Strongpoint Partner, is located in Honolulu, HI and is seeking a skilled and client-service focused Mid-Level or Senior Retirement Plan Administrator. As a member of the Client Services Team, the Mid/Sr-Level Retirement Plan Administrator has a diverse knowledge of plan design, compliance, and client relations. This position will perform all levels of testing and provide guidance to team members and clients.
**This position has a preference for a local candidate in Honolulu, HI for a hybrid schedule and/or candidates in geographical areas within the PST/MST time zones. Candidates in other geographical areas may be considered as well in a remote capacity willing to work HST/PST business hours.**
What you'll do:Manage and perform A-Z administration (plan design, compliance testing, client service, etc.) of a simple to mid-level complex caseload and sensitive client casesServe as a guide to other plan administrators in supporting client requirementsInitiate and participate in process improvementsComplete leadership and/or project management coursesProvide strategic guidance and assist in defining strategic goalsEfficiently utilize technology to perform the duties of this positionAttend staff meetings and trainings as requestedMaintain team approach by assisting in areas appropriate for this positionOwn stewardship of all assigned business relationshipsPerform other duties as assignedWho you are:
QKA or similar industry certificationBachelors degree from an accredited college or university or equivalent3-5+ years of retirement plan experience with defined contribution plans3-5+ years of client services experienceProficiency in Word, Excel, PowerPoint, Outlook, CRM softwareMust be organized and detail-orientedExceptional approach to client service focusing on communications, timely solutions, and client needsTeam player, collaborative, able to work with and through othersStrong verbal and written communication skillsAbility to work well under pressure with multiple priorities and deadlinesExcellent analytical and problem-solving skillsAbility 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+++Added bonus if you have experience with DB/CB plans and/or QPAOur Value-Driven Employee Experience:
Flexible WorkplaceCompetitive PTOInclusive EnvironmentDevelopment OpportunitiesComprehensive BenefitsWorkplace Perks