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Senior Retirement Plan Administrator

3 months ago

Atlanta, United States Strongpoint Partners Full time
Who we are:

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
  • Initiate and participate in process improvements
  • Complete leadership and/or project management courses
  • 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