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Retirement Plan Administrator

Chicago, IL

Who we are:

Strongpoint Partners is an Inc. 5000 recognized fast-growing, tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. 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, Retirement Planning Consulting Group, and Karel-Gordon & Associates, Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. 

HowardSimon Retirement  (“HSR”), a Strongpoint Partners, is located outside of Chicago, IL, is seeking a highly motivated 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 simple to mid-level complex caseload and sensitive client cases
  • Serve as a 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:

  • Bachelors degree from an accredited college or university or equivalent
  • 4-7+ years of retirement plan experience with defined contribution plans
  • 4-7+ years of client services experience
  • Proficiency in Word, Excel, PowerPoint, Outlook, CRM software
  • Experience with plan administration system(s) such as Relius (strongly preferred) or similar
  • 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 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
  • QKA or similar certification strongly preferred

Our Value-Driven Employee Experience:

  • Flexible Workplace
  • Competitive PTO
  • Inclusive Environment
  • Development Opportunities
  • Comprehensive Benefits
  • Workplace Perks

 

 

 

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