Consultant Assistant (BCS)

Strongpoint Partners; Chicago (IL); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Flexible Workplace

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Job summary

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. The Consultant Assistant provides administrative support to Retirement Plan Consultants and helps with day-to-day plan operations, ensuring tasks are completed accurately and on time.

The ideal candidate communicates well, handles multiple priorities in a high-volume environment, and performs with strong organizational skills and intermediate Excel proficiency.

Qualifications

• 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.

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.

Skills

Organizational skills

Time management

Communication

Excel

Education

High school diploma

Associate or Bachelor's degree preferred

Tools

Microsoft Excel

Job description

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.

Position Summary

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.

Minimum Qualifications

• 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.

Preferred Qualifications

• 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.

Specific benefits and programs may vary by partner and position.