Retirement Plan Administration Assistant, (ACI)

Strongpoint Partners; Chino Hills (CA); Sur place; USD 31 684 - 34 440; Plein temps

Avantages offerts par ce poste

Flexible Workplace

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Résumé du poste

Strongpoint Partners is seeking a motivated Retirement Plan Administration Assistant in Chino Hills, California. This full-time, on-site role involves assisting Account Administrators in managing 401(k) and other retirement plans. Responsibilities include administrative tasks, client communication, and maintaining accuracy in records. A bachelor's degree in business or a related field is required. The position offers a salary range of $23-$25 per hour along with comprehensive benefits and a growth-oriented work environment.

Qualifications

• Minimum bachelor's degree in a related field.
• Proficiency in Microsoft Office Suite required.
• Strong attention to detail and organizational skills.

Responsabilités

• Assist with administration of qualified retirement plans.
• Perform general administrative duties including data entry.
• Communicate effectively with clients and advisors.

Connaissances

Strong organizational skills

Client service communication

Problem-solving skills

Ability to multitask

Fluency in Mandarin or Cantonese

Formation

Bachelor’s degree in business, finance, economics, mathematics, accounting, or related field

Outils

Microsoft Word

Microsoft Excel

Microsoft Outlook

CalcAir/Datair

Description du poste

Position Summary

Allied Consultants Inc. (ACI), a Strongpoint Partner, is seeking a motivated and detail-oriented Retirement Plan Administration Assistant to join our team in Chino Hills, California. This full‑time, on‑site role primarily assists Account Administrators with the administration of qualified retirement plans, including 401(k), profit sharing, defined benefit, and cash balance plans.

Prior experience or knowledge with qualified retirement plans is a plus, but not a requirement as training will be provided. This is an excellent opportunity for individuals who want to begin a career in retirement plan administration.

This role is based in our Chino Hills, CA office and requires regular in‑person attendance. We value collaboration and believe that working together on‑site fosters strong teamwork, communication, and innovation.

Key Responsibilities

• Assist Plan Administrators with tasks related to the administration of qualified retirement plans, such as gathering and organizing census information and assisting with compliance testing and Form 5500 filings.
• Perform general administrative duties including data entry, filing, mailing, sending emails, and answering phone calls.
• Support the preparation of plan‑related documents, including participant forms, reports, and communications.
• Assist in the preparation of participant loan and distribution forms and assist with the transition of funds by preparing transfer instructions.
• Proactively review the status of activity for assigned plans to ensure administrative service standards are met.
• Communicate with clients and advisors in a professional, clear, and timely manner via phone and email.
• Maintain accurate records and ensure proper handling of all confidential information.
• Learn and apply basic retirement plan concepts, with the opportunity to train and develop into a Retirement Plan Administrator over time.
• Utilize CalcAir/Datair, internal systems, and other necessary software to support data management and plan administration activities.

Qualifications

• Bachelor’s degree in business, finance, economics, mathematics, accounting, or other similarly related field.
• Proficiency in Microsoft Word, Excel, and Outlook; prior experience with CalcAir/Datair preferred.
• Strong organizational skills with attention to detail and accuracy.
• Exceptional approach to client service focusing on communication, being proactive with client needs, and providing timely solutions.
• Ability to multitask and manage priorities in a deadline‑driven environment.
• Team‑oriented attitude with a strong desire to learn and grow within the retirement plan industry.
• Ability to work well under pressure with multiple priorities and deadlines.
• Excellent analytical and problem‑solving skills.
• Ability to act with integrity and to continuously improve service.
• Fluency in Mandarin or Cantonese is a plus.

Pay Transparency Statement

The anticipated pay range for this position is $23-$25 per hour.

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by geographic location, job‑related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.

Our Value‑Driven Employee Experience

• Flexible Workplace – Hybrid and remote options available for many roles.
• Flexible PTO – Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.

Equal Employment Opportunity Statement

As set forth in Strongpoint Partners’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.