Retirement Plan Administrator

Howard-Simon Retirement, a Strongpoint Partner, is seeking a skilled Retirement Plan Administrator who will take full ownership of a caseload of defined contribution retirement plans. The right candidate will be confident in administering 401(k) and cross-tested plans from start to finish, have a strong command of compliance testing, and possess a detail-oriented, client-focused approach.

This position offers an excellent opportunity for a self-starter who thrives in a remote work environment and is excited to grow with a firm that values innovation and excellence in client service.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We welcome candidates from all U.S. time zones; however, due to the primary locations of our partners and clients, preference will be given to those in the Central & Eastern time zone(s).

Key Responsibilities:

• Perform basic non-discrimination testing
• Communicate directly with clients on plan mechanics
• Research and present on compliance topics
• Shadow Senior Retirement Plan Administrator to increase testing and document knowledge
• 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

Qualifications:

• 1-3 years of retirement plan experience
• 2-4 years of client services experience
• Proficiency in Word, Excel, PowerPoint, Outlook, CRM software
• 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 critical thinking 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