Retirement Operations Specialist — Hybrid Role with Growth

OpenKrill; United States; Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Flexible Workplace – Hybrid and remote

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Incentive bonus programs

Job summary

Jocelyn Pension Consulting, operating partner of Strongpoint Partners, seeks an Operations Associate to support day-to-day 401(k) retirement plan administration with a focus on participant transactions and client service.

The role emphasizes organization, technology comfort, and collaborative problem-solving in a fast-paced environment. This is an opportunity to grow within retirement plan administration.

Qualifications

• Excellent verbal and written communication with strong organizational skills.
• Strong mathematical, analytical, and/or accounting skills.
• Proficiency in Microsoft Office, especially Excel and Word.
• Ability to manage multiple priorities and meet deadlines.
• Experience in retirement plan administration, especially 401(k) is preferred but not required.
• Spanish-language skills are a plus but not required.

Responsibilities

• Review and process participant loan and distribution requests, including hardship withdrawals, rollovers, terminations, and RMDs, in accordance with plan provisions and applicable regulations.
• Verify participant eligibility for loans and distributions based on plan documents and participant status.
• Ensure accurate calculation of loan repayment schedules and applicable tax withholdings.
• Prepare daily cash reconciliations, ensuring accuracy and timely resolution of discrepancies.
• Respond to inquiries from plan sponsors and participants regarding loans, distributions, and general 401(k) plan operations.
• Monitor incoming emails and phone calls, providing timely and professional support to plan sponsors and participants.
• Communicate plan rules, procedures, documentation requirements, and processing timelines clearly and effectively.
• Identify opportunities to improve operational workflows, efficiency, and overall service delivery.
• Research and resolve participant and plan-related issues while maintaining a high level of accuracy and customer service.
• Collaborate with internal teams to ensure smooth daily operations and a positive client experience.
• Perform other duties as assigned.

Skills

Communication

Attention to detail

Analytical skills

Accounting skills

Time management

Tools

Sungard Relius

Schwab RT

Microsoft Excel

Job description

Jocelyn Pension Consulting, operating partner of Strongpoint Partners, seeks an Operations Associate to support day-to-day 401(k) retirement plan administration with a focus on participant transactions and client service.

The role emphasizes organization, technology comfort, and collaborative problem-solving in a fast-paced environment. This is an opportunity to grow within retirement plan administration.