Strongpoint Partners

Strongpoint Partners

Retirement Plan Administration Assistant, (ACI)

Chino Hills, CA · Mid · Full-time

Sponsorship not specifiedDetected 7 days ago
ComplianceAccountingExcelCommunicationCollaborationProblem SolvingOrganizational SkillsMicrosoft Office

About the role

  • This role is a full-time, on-site position, and this person will primarily be assisting Account Administrators with the administration of qualified retirement plans, including 401(k), profit sharing, defined benefit and cash balance plans.
  • This role 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.

Responsibilities

  • 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.
  • Maintain accurate records and ensure proper handling of all confidential information.
  • Utilize CalcAir/Datair, internal systems, and other necessary software to support data management and plan administration activities.

Requirements

  • Bachelor's degree in business, finance, economics, mathematics, accounting, or other similarly related field.
  • Ability to work well under pressure with multiple priorities and deadlines.
  • Ability to act with integrity and to continuously improve service.
  • 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.
  • Excellent analytical and problem-solving skills.
  • 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 the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.

Nice to have

  • Proficiency in Microsoft Word, Excel, and Outlook
  • prior experience with CalcAir/Datair preferred.
  • Fluency in Mandarin or Cantonese is a plus.

Compensation

  • 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 the geographic location, job related skills, experience, education, and certifications.
  • Our total compensation package includes base pay plus a comprehensive benefits program.
  • Workplace Perks - Incentive bonus programs, flexible hours, & more.

Benefits

  • A TPA headquartered in Chino Hills, CA, Allied Consultants, Inc. specializes in retirement plan for almost 40 years.
  • ACI is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
  • Flexible PTO - Competitive paid time off, including flexible & unlimited options.
  • Growth Opportunities - Support for ongoing learning and career development.
  • Comprehensive Benefits - Health, dental, vision, life, and disability coverage.
  • Workplace Perks - Incentive bonus programs, flexible hours, & more.
  • 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.
  • Flexible Workplace - Hybrid and remote options available for many roles.

Company info

  • Strongpoint Partners is 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, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), California Retirement Plans ("CRP"), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC ("ARPS"), and SMS Retirement ("SMS"). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.
  • About Allied Consultants Inc.:
  • A TPA headquartered in Chino Hills, CA, Allied Consultants, Inc. specializes in retirement plan for almost 40 years. ACI prides themselves on providing the best solutions to their clients with knowledge, integrity, and professionalism. ACI is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
  • Position Summary:
  • Strongpoint Partners is 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, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve.
  • With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), California Retirement Plans ("CRP"), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC ("ARPS"), and SMS Retirement ("SMS").
  • Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone.
  • For more information, please visit: www.strongpointpartners.com.
  • ACI prides themselves on providing the best solutions to their clients with knowledge, integrity, and professionalism.
  • Prior experience or knowledge with qualified retirement plans is a plus, but not a requirement as training will be provided.
  • PLEASE NOTE: 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.
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