Entry-Level Retirement Operations Associate, (CRS)

Strongpoint Partners; Cincinnati (OH); Hybrid; USD 36,000 - 48,000; 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 with integrated retirement solutions. The Retirement Operations Associate will support daily administrative functions, focusing on data entry, document prep, and basic plan processing tasks, including participant loans and distributions.

This entry-level role offers structured training, with potential to grow into advanced responsibilities.

Qualifications

• Bachelor’s degree required (any major; math/finance preferred).
• Basic computer proficiency (Microsoft Office, especially Excel and Word).
• Strong written and verbal communication skills.
• High level of attention to detail and accuracy.
• Solid organizational and time-management skills.
• Ability to work effectively in a team environment.
• Basic math and analytical skills.
• Strong problem-solving ability.
• Professional and dependable work ethic.

Responsibilities

• Perform general administrative and clerical duties related to retirement plan operations.
• Enter, update, and maintain accurate data in internal systems and spreadsheets.
• Work extensively with Microsoft Excel and Word for reports, tracking, and documentation.
• Assist in drafting retirement plan documents and support new business onboarding activities.
• Process benefit distributions for terminated employees in accordance with plan rules.
• Review information for accuracy and completeness.
• Organize and maintain electronic and physical files.
• Support team members with special projects as assigned.
• Communicate professionally with internal team members and external contacts as needed.
• Other duties as assigned.

Skills

Microsoft Excel

Microsoft Word

Attention to detail

Communication skills

Teamwork

Basic math

Problem solving

Education

Bachelor's degree

Tools

Excel

Word

Job description

Entry-Level Retirement Operations Associate, (CRS)

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 .

About Creative Retirement Systems, (CRS):

Based in Springdale, Ohio, CRS team prides themselves on helping clients reach their retirement objectives with creative solutions and plans that are tailored to their unique needs. CRS is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

The Retirement Operations Associate will support the daily administrative functions of retirement plan operations. This role focuses on data entry, document preparation, and assisting with basic plan processing tasks, specifically assisting with participant loans & distributions.

This is an entry-level role; no prior experience in retirement plans or finance is required ; you will receive structured training to build foundational knowledge of retirement plans and administrative processes, with opportunities to grow into more advanced responsibilities over time.

PLEASE NOTE: While our preference is for this position to be based in our Cincinnati Tri-County office, we are open to considering remote candidates who are the right fit for the role. Remote employees must be located within the Eastern or Central time zones to ensure alignment with business hours and team collaboration.

Key Responsibilities:

• Perform general administrative and clerical duties related to retirement plan operations
• Enter, update, and maintain accurate data in internal systems and spreadsheets
• Work extensively with Microsoft Excel and Word for reports, tracking, and documentation
• Assist in drafting retirement plan documents and support new business onboarding activities
• Process benefit distributions for terminated employees in accordance with plan rules
• Review information for accuracy and completeness
• Organize and maintain electronic and physical files
• Support team members with special projects as assigned
• Communicate professionally with internal team members and external contacts as needed
• Other duties as assigned.

Required Qualifications:

• Bachelor’s degree required (any major considered; math/finance majors preferred)
• Basic computer proficiency (Microsoft Office, especially Excel and Word)
• Strong written and verbal communication skills
• High level of attention to detail and accuracy
• Solid organizational and time-management skills
• Ability to work effectively in a team environment
• Basic math and analytical skills
• Strong problem-solving ability
• Professional and dependable work ethic

  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.

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