Who we are:
Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that 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 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.
Strongpoint Partners is seeking a detail-oriented and organized Consultant Assistant to provide administrative support to Retirement Plan Consultants and assist with day-to-day retirement plan operations. This role supports client service activities and helps ensure plan-related tasks and projects are completed accurately and within established deadlines.
The ideal candidate is a strong communicator who is comfortable managing multiple priorities in a high-volume, deadline-driven environment. This individual should have strong organizational skills, attention to detail, and intermediate proficiency with Microsoft Excel. Following training, the successful candidate will be able to independently manage assigned responsibilities while providing responsive support to both Retirement Plan Consultants and clients.
Key Responsibilities- Provide administrative and operational support to Retirement Plan Consultants.
- Assist with client communications and follow up on outstanding information and documentation.
- Collect and organize client census data and other plan-related information.
- Assist with Form 5500 signature collection and filing processes.
- Support distribution and loan processing, including gathering required documentation and tracking requests through completion.
- Assist with account corrections and other plan administration activities.
- Maintain accurate and organized client and plan records.
- Assist with recurring plan administration tasks, reporting, and special projects.
- Track deadlines and outstanding items to ensure timely completion.
- Communicate with internal teams and clients to obtain information and resolve routine administrative questions.
- Manage a high volume of tasks while maintaining accuracy and attention to detail.
- Other duties as assigned.
- High school diploma or equivalent required; associate or bachelor’s degree preferred.
- 1–2 years of administrative, client service, financial services, or related experience preferred.
- Strong organizational and time management skills with the ability to manage multiple priorities and deadlines.
- Strong written and verbal communication skills.
- Intermediate proficiency with Microsoft Excel.
- Strong attention to detail and commitment to accuracy.
- Ability to learn new systems, processes, and retirement plan concepts quickly.
- Ability to work independently after training while collaborating effectively with a team.
- Ability to manage confidential information with professionalism and discretion.
- Experience in retirement plan administration, financial services, employee benefits, or a related field.
- Familiarity with 401(k) or other defined contribution retirement plans.
- Experience with Form 5500 processes.
- Experience processing retirement plan distributions, loans, or account corrections.
- Experience working with retirement plan administration or recordkeeping systems.
Our Value-Driven Employee Experience:
- 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.
**Specific benefits and programs may vary by partner and position.
Skills Required
- High school diploma or equivalent
- 1-2 years of administrative, client service, financial services, or related experience
- Strong organizational and time management skills
- Ability to manage multiple priorities and deadlines
- Strong written and verbal communication skills
- Intermediate proficiency with Microsoft Excel
- Strong attention to detail and commitment to accuracy
- Ability to learn new systems, processes, and retirement plan concepts quickly
- Ability to work independently after training while collaborating effectively with a team
- Ability to manage confidential information with professionalism and discretion
- Associate or bachelor's degree
- Experience in retirement plan administration, financial services, employee benefits, or a related field
- Familiarity with 401(k) or other defined contribution retirement plans
- Experience with Form 5500 processes
- Experience processing retirement plan distributions, loans, or account corrections
- Experience working with retirement plan administration or recordkeeping systems
What We Do
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, all delivered by local customer success teams that understand the nuances of the markets they serve. Made up of a coast-to-coast network of leading retirement strategy and administration firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group (“RSG”), and Retirement Planners and Administrators (“RPA”), Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com
