Retirement Plan Admin Assistant - Flexible Hybrid Role

Strongpoint Partners; Chicago (IL); Hybrid; USD 40,000 - 55,000; Full time

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. The Consultant Assistant provides administrative support to Retirement Plan Consultants and helps with day-to-day plan operations, ensuring tasks are completed accurately and on time.

The ideal candidate communicates well, handles multiple priorities in a high-volume environment, and performs with strong organizational skills and intermediate Excel proficiency.

Qualifications

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• 1–2 years of administrative, client service, financial services, or related experience preferred.
• Strong organizational and time management skills with the ability to manage multiple priorities and deadlines.
• Strong written and verbal communication skills.
• Intermediate proficiency with Microsoft Excel.
• Strong attention to detail and commitment to accuracy.
• Ability to learn new systems, processes, and retirement plan concepts quickly.
• Ability to work independently after training while collaborating effectively with a team.
• Ability to manage confidential information with professionalism and discretion.

Responsibilities

• Provide administrative and operational support to Retirement Plan Consultants.
• Assist with client communications and follow up on outstanding information and documentation.
• Collect and organize client census data and other plan-related information.
• Assist with Form 5500 signature collection and filing processes.
• Support distribution and loan processing, including gathering required documentation and tracking requests through completion.
• Assist with account corrections and other plan administration activities.
• Maintain accurate and organized client and plan records.
• Assist with recurring plan administration tasks, reporting, and special projects.
• Track deadlines and outstanding items to ensure timely completion.
• Communicate with internal teams and clients to obtain information and resolve routine administrative questions.
• Manage a high volume of tasks while maintaining accuracy and attention to detail.
• Other duties as assigned.

Skills

Organizational skills

Time management

Communication

Excel

Education

High school diploma

Associate or Bachelor's degree preferred

Tools

Microsoft Excel

Job description

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. The Consultant Assistant provides administrative support to Retirement Plan Consultants and helps with day-to-day plan operations, ensuring tasks are completed accurately and on time.

The ideal candidate communicates well, handles multiple priorities in a high-volume environment, and performs with strong organizational skills and intermediate Excel proficiency.