Entry-Level Retirement Operations Associate, (CRS)

Embedded Shishya; Cincinnati (OH); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Hybrid/remote options

Flexible PTO

Inclusive culture

Growth opportunities

Health benefits

Disability coverage

Bonus programs

Job summary

Strongpoint Partners is seeking a detail-oriented Retirement Operations Associate to support daily plan administration, data entry, and document preparation. This entry-level role focuses on assisting with participant loans and distributions and offers structured training to build foundational knowledge.

The position is based in Ohio with flexible hybrid/remote options within the Eastern/Central time zones and opportunities to grow into more advanced responsibilities over time.

Qualifications

• Bachelor’s degree required (any major; math/finance preferred).
• Proficiency with Microsoft Office applications, especially Excel and Word.
• Strong written and verbal communication; detail-oriented.
• Ability to learn new systems quickly.

Responsibilities

• Perform general administrative duties for retirement plan operations.
• Enter and maintain data in internal systems and spreadsheets.
• Draft retirement plan documents and support onboarding.
• Process distributions for terminated employees per plan rules.
• Ensure data accuracy and organize files.
• Support special projects and team communication.

Skills

Microsoft Excel

Microsoft Word

Communication skills

Attention to detail

Organizational skills

Team collaboration

Problem solving

Analytical skills

Ability to learn systems

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft Word

Job description

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”).

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
• Strong interest in administrative or operations-based work
• Ability to learn new systems and processes quickly

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.