Senior Retirement Plan Administrator - Strongpoint Partners

Pension Financial Services (“PFS”), a Strongpoint Partners, is located in Atlanta, GA, is seeking a skilled and client-service focused Senior Retirement Plan Administrator. 

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.  

Job Responsibilities:

• 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

• 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

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