Hybrid Retirement Plan Operations Associate

Strongpoint Partners; New Orleans (LA); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Flexible Workplace

Flexible PTO

Inclusive Culture

Career Growth

Benefits

Job summary

Retirement Strategies Group in New Orleans, LA, is seeking a Retirement Plan Recordkeeping Associate to join our Plan Accounting team. This entry-level role processes plan transactions and supports the participant call center, ensuring accuracy and timeliness.

You will perform reconciliations, processing, and data uploads, while collaborating with cross-functional teams. The position requires a Bachelor’s degree or equivalent and offers in-person training with a transition to hybrid work.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Strong attention to detail and data accuracy across multiple systems.
• Excellent organizational and time management skills for handling onboarding projects.
• Strong written and verbal communication with clients.
• Comfortable in a process-driven environment with structured workflows.
• Proficiency in Microsoft Office (Excel) and internal systems/workflow platforms.
• Ability to collaborate with cross-functional teams.

Responsibilities

• Process retirement plan contributions and distributions in accordance with plan requirements
• Manage enrollment forms and participant materials, ensuring completeness and accuracy
• Process applicable fees and maintain proper documentation
• Perform daily cash and fund reconciliations to ensure accuracy of transactions
• Complete daily trade processing activities
• Utilize vendor platforms to review vesting, process distributions, and manage data uploads
• Respond to participant inquiries and provide support to resolve issues or questions
• Sort, scan, and organize incoming mail and assign statements appropriately
• Maintain accurate records and documentation related to plan administration activities
• Identify discrepancies or issues and collaborate with internal teams to resolve them
• Support cross-functional teams, including operations and client service, to ensure smooth plan administration
• Other duties as assigned

Skills

Bachelor's degree

Detail oriented

Time management

Communication skills

Process-driven

Excel proficiency

Collaboration

Education

Bachelor’s degree or equivalent

Tools

Excel

Internal systems

Job description

Retirement Strategies Group in New Orleans, LA, is seeking a Retirement Plan Recordkeeping Associate to join our Plan Accounting team. This entry-level role processes plan transactions and supports the participant call center, ensuring accuracy and timeliness.

You will perform reconciliations, processing, and data uploads, while collaborating with cross-functional teams. The position requires a Bachelor’s degree or equivalent and offers in-person training with a transition to hybrid work.