Remote Retirement Plan Administrator — 401(k) Compliance & Client Success

Remote; San Francisco (CA); Remote; USD 60,000 - 70,000; Full time

Benefits offered by this job

Flexible Workplace

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Workplace Perks

Job summary

Howard-Simon Retirement, a Strongpoint Partner, is seeking a skilled Retirement Plan Administrator who will take full ownership of a caseload of defined contribution retirement plans. The right candidate will be confident in administering 401(k) and cross-tested plans from start to finish, have a strong command of compliance testing, and possess a detail-oriented, client-focused approach.

This position offers an excellent opportunity for a self-starter who thrives in a remote work environment

Qualifications

• 1-3 years of retirement plan experience.
• 2-4 years of client services experience.
• Proficiency in Word, Excel, PowerPoint, Outlook, CRM software.
• Must be organized and detail-oriented.
• Exceptional approach to client service focusing on communications and timely solutions.
• Team player and collaborative, able to work with others.
• Strong verbal and written communication skills.
• Ability to work under pressure with multiple priorities and deadlines.
• Excellent analytical and critical thinking skills.
• Commitment to integrity and continuous professional growth.

Responsibilities

• Perform basic non-discrimination testing.
• Communicate with clients on plan mechanics.
• Research and present on compliance topics.
• Shadow Senior Retirement Plan Administrator to increase testing and document knowledge.
• Utilize technology to perform duties.
• Attend staff meetings and trainings as requested.
• Support team by assisting in areas appropriate for this position.
• Own stewardship of all assigned business relationships.
• Perform other duties as assigned.

Skills

Retirement plan experience

Client services

Documentation and accuracy

Project coordination

Communication

Team collaboration

Verbal and written communication

Working under pressure

Analytical thinking

Professional growth

Tools

Word

Excel

PowerPoint

Outlook

CRM software

Job description

Howard-Simon Retirement, a Strongpoint Partner, is seeking a skilled Retirement Plan Administrator who will take full ownership of a caseload of defined contribution retirement plans. The right candidate will be confident in administering 401(k) and cross-tested plans from start to finish, have a strong command of compliance testing, and possess a detail-oriented, client-focused approach.

This position offers an excellent opportunity for a self-starter who thrives in a remote work environment