Remote Retirement Operations Associate - Entry-Level

Strongpoint Partners

Cincinnati (OH)

Hybrid

USD 36,000 - 48,000

Full time

14 days+

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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.