Analyze and draft retirement plan documents to ensure compliance and alignment with client objectives.
Manage document lifecycles for qualified plans, working closely with teams to interpret sophisticated plan documents and code provisions.
Support client success through exceptional communication, timely solutions, and keen attention to detail.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, the company offers a coast-to-coast network of 19 leading firms.
Reviewing time-sheets for accuracy and reconciling discrepancies.
Validating data accuracy through periodic audits.
Resolving inconsistencies by contacting the source for clarification.
We are a national organization dedicated to nurturing children with autism and special needs through applied behavior analysis. With 20 years of clinical insights, we have a caring team focused on personalized treatment plans.
Respond to member and staff inquiries via the centralized ticketing system with timely, accurate support.
Process a variety of membership, childcare, and program transactions across YMCA operating systems.
Complete audits of account data and escalate issues to ensure data integrity and SLA adherence.
YMCA of the USA is a nonprofit organization that strengthens communities through youth development, healthy living, and social responsibility. It operates remotely with a culture centered on caring, honesty, respect, and responsibility, and serves a wide network of YMCA associations nationwide.
Coordinate daily sales pipeline activity and support proposal preparation for retirement plan services.
Assist Regional Sales Directors and financial advisors with documentation, CRM updates, and client deliverables.
Maintain data accuracy, manage workflow systems, and build relationships with wholesalers and internal partners.
This role is placed on behalf of a partner company specializing in retirement services. They are a mission-driven organization focused on financial security, with a collaborative culture and employee engagement activities.
Manage incoming loan and distribution requests, ensuring accurate and timely processing within 24-48 hours.
Assist participants by learning vendor websites, approving online requests, and running reports.
Resolve issues related to distribution and loan processing while maintaining relationships with multiple recordkeepers.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and a Great Place to Work, the company prioritizes accuracy, compliance, and regulatory risk reduction.
Provide administrative assistance to the Absence Vice President and Operational Leaders, including meeting minutes, scheduling, and data entry.
Create data visuals, presentations, and communication materials, and book travel or reconcile expense reports.
Run routine reports, create summaries, and support the team with clear written and verbal communication.
ComPsych is the worldwide leader in organizational mental health, well-being, and absence management, igniting human potential in workplaces globally. For over 40 years, they have supported more than 75,000 customers and 160 million lives across 200 countries, with 40% of the Fortune 500 choosing them.
Responsible for accurately entering group and member enrollment data into Facets and eGEMS within specified time frames.
Responds to phone and written inquiries from internal and external customers regarding enrollment and billing.
Analyzes group payments, reconciles invoices, and ensures correct payment amounts.
Capital Blue Cross is a health insurance company and an independent licensee of the Blue Cross Blue Shield Association. They are consistently voted one of the 'Best Places to Work in PA' and prioritize employee well-being and community involvement.
Perform annual retirement plan administration and compliance services for qualified plans, including valuations and testing like ADP/ACP, 415, 414, coverage, and Top Heavy.
Review compliance work for technical accuracy, identify issues, recommend corrections, and analyze participant data and plan assets.
Prepare Form 5500 filings, interpret plan documents, and stay current on IRS, DOL, and ERISA regulations.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses, specializing in retirement plan administration, recordkeeping, payroll, and HR solutions. Recognized as an Inc. 5000 Fastest Growing Private Company and Great Place to Work, it operates a coast-to-coast network of 19 leading firms, fostering a culture of passion, innovation, and expertise.
Lead, mentor, and develop a team responsible for delivering 3(16) fiduciary services to retirement plan clients.
Ensure exceptional client service by overseeing relationships, resolving escalated issues, and maintaining high service standards.
Drive operational efficiency by identifying opportunities to improve workflows, service delivery, and client satisfaction.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, it offers a coast-to-coast network of 19 leading firms.
Lead and coach a team of retirement plan administrators to ensure high-quality work and compliance deadlines.
Oversee all aspects of qualified retirement plan administration and annual compliance for assigned plans.
Serve as the primary escalation point for complex administrative and client service issues.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses. Recognized as one of Inc. 5000's fastest growing and certified as a Great Place to Work, it has a coast-to-coast network of 19 firms.
Manage full-cycle administration and compliance for a portfolio of 65-75 qualified retirement plans.
Perform annual nondiscrimination testing and coordinate valuations with actuarial teams.
Serve as a trusted advisor, handling plan design, participant transactions, and regulatory filings.
PFS specializes in retirement plan consulting and administration services for organizations. They foster a remote-friendly, collaborative culture with a focus on compliance and client success.
Perform data entry, mail sorting, and inter-office deliveries using various systems and equipment.
Maintain high accuracy in alpha/numeric recognition and operate postage machines and office software.
Support department operations with physical tasks like lifting up to 50 lbs and making bank deposits.
American Income Life is an insurance company that provides life insurance policies. They foster a caring and innovative culture with a collaborative environment that values growth and mutual respect.
Schedule, confirm, and manage appointments for benefit counselors, coordinating daily schedules to maximize efficiency and accommodate client needs.
Provide outstanding customer service by assisting clients with scheduling questions and general benefit enrollment information, maintaining accurate records.
Support the benefit team with administrative tasks including data entry, report preparation, and rescheduling appointments as needed.
Hilb Group is a Top 25 middle-market independent insurance broker offering expertise in property & casualty, employee benefits, HR consulting, and retirement services nationwide. The firm provides the resources of a big broker with the personal service of a small agency, driven by values of trust, passion, integrity, and growth.
Support daily retirement plan operations, monitoring workflows and prioritizing tasks.
Provide account support for benefit payment processing, participant inquiries, and data reconciliation.
Research and resolve routine or complex issues, documenting actions and escalating appropriately.
They provide retirement plan administration services at the intersection of financial services and technology. The culture emphasizes collaboration, inclusion, and professional growth.
Provide day-to-day operational and administrative support to registered representatives, including handling inbound calls, emails, and scheduling.
Ensure all client paperwork and procedures comply with regulatory requirements and coordinate with internal departments.
Manage client deposits, maintain data integrity, and research client issues in cooperation with back-office partners.
Mercer Advisors is an independent fiduciary RIA firm that helps families simplify their financial lives by integrating planning, investing, tax, and estate services. With over 31,300 families served across 90+ U.S. cities, the firm is ranked #1 by Barron's and employs a diverse, flexible workforce where more than half of employees are women.
Coordinate administrative and logistical processes for training and learning delivery systems.
Process registrations, payments, refunds, and reimbursements in partnership with finance and internal teams.
Support trainer and faculty coordination and maintain accurate records for learning activities.
YMCA of the USA is a nonprofit organization focused on youth development, healthy living, and social responsibility. As a national office with a remote-first workforce, we support a network of YMCAs across the country.
Manage employee benefits programs including health, retirement, and leave policies.
Serve as primary contact for benefits inquiries and resolve support requests.
Process enrollments, maintain HRIS data, and support open enrollment cycles.
Jobgether uses an AI-powered matching process to connect candidates with job opportunities. It is a platform that processes applications and shares them with hiring companies, focusing on efficient and objective candidate selection.
Provide high-level service and support to Wealth Management Teams, acting as liaison with Corporate Trustee partners.
Process and monitor multi-transactional requests, including receipts, disbursements, and unique asset paperwork.
Investigate and resolve operational questions, perform quality control reviews, and maintain internal procedures.
Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, insurance, and more. The firm serves over 31,300 families across 90+ U.S. cities and is ranked #1 RIA firm by Barron's, with a culture where more than half of employees are women.
Verify data from source documents according to established procedures and rules.
Assemble files and prepare necessary information while ensuring compliance with rules and guidelines.
Complete timesheets weekly and follow ISO requirements.
LexisNexis is a data and analytics company serving customers in more than 150 countries with 10,500 colleagues. They design solutions that help customers increase productivity, improve decision-making, and be more successful.