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Key Responsibilities:
- Prepare, review, and coordinate retirement plan documents, including adoption agreements, trust agreements, and related materials.
- Manage onboarding workflows from initial document preparation through execution and completion.
- Perform detailed quality checks and identify discrepancies before documents are finalized.
Qualifications:
- Bachelor’s degree in Finance, Business, or related field, or equivalent experience.
- 1-3+ years of experience in retirement plans, TPA operations, or financial services.
- Strong attention to detail and organizational skills.
Why Join Us:
- Flexible remote work environment with a supportive team.
- Opportunities for growth and development in a growing company.
- Comprehensive benefits package including health, dental, vision, and PTO.
Strongpoint Partners
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. It is recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, with a network of 19 leading firms.