Strongpoint Partners provides third-party administration of retirement plans and outsourced HR and payroll solutions to small and medium-sized businesses. Strongpoint offers an integrated software platform for retirement planning and payroll and is pursuing a growth strategy that includes add-on acquisitions and organic growth initiatives. Our culture is defined by teamwork, integrity, innovation, a growth mindset, and a passion for providing great service to our clients. With brands such as HowardSimon, Jocelyn, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, and Pollard & Associates, we are building a winning team with a family spirit, and helping to secure our customers' financial futures, from hire through retire.
Pension Financial Services ("PFS"), a Strongpoint Partners, is located in Atlanta, GA, is seeking a skilled and client-service focused Senior Retirement Plan Administrator.
What you'll do:
Manage and perform A-Z administration (plan design, compliance testing, client service, etc) of a complex caseload and sensitive client cases
Serve as a leader and guide to other plan administrators in supporting client requirements
Provide strategic guidance and assist in defining strategic goals
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
Who you are:
QKA or similar industry certification
Business degree from an accredited college or university or equivalent
8+ years of retirement plan experience
8+ years of client services experience
Proficiency in Word, Excel, PowerPoint, Outlook, CRM software
Utilize ASC for compliance testing, DATAIR for government forms and Relius for Plan Documents
Must be organized, detail-oriented and work independently
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 problem-solving 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
Our Value-Driven Employee Experience:
Flexible Workplace
Competitive PTO
Inclusive Environment
Development Opportunities
Comprehensive Benefits
Workplace Perks
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Technology, Information and Internet
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