Who we are:
Strongpoint Partners is an Inc. 5000 recognized fast-growing, tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Strongpoint’s suite of services 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 leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group, Karel-Gordon & Associates, Cash Balance Actuaries, and Pension Consultants Inc, Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone.
Jocelyn Pension Consulting, a Strongpoint Partner, is searching for a payroll team member who will work closely with our operations and participant / client support teams. This is a great opportunity for a motivated candidate who wants to learn and support all sides of a growing financial services firm. This individual must have strong project management skills, a high level of comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.
**This position has a requirement for a local candidate near Boulder, CO for a hybrid schedule.**
What you'll do:
• Processing and monitoring of daily incoming and outgoing trade files from Custodian
• Reviewing daily payroll uploads from Plan sponsors, and processing corresponding ACH transactions
• Assist Plan Sponsors with payroll questions, file upload issues, and creating new pay schedules
• Preparing cash reconciliation daily and perform asset reconciliation monthly
• Manage annual employer contributions and trade corrections related to annual compliance work
• Monitor payroll email and phone calls and respond to all 401(k) plan sponsor support questions
• Set up new Plans in recordkeeping systems and participate in payroll trainings
• Maintain and update CRM with internal payroll schedules, on off payroll projects, and client contact changes
• Be able to creatively solve problems and overcome challenges in a variety of different scenarios
Who you are:
- 2+ years experience in the financial industry
- Excellent verbal, written, analytical, organizational skills and keen attention to detail
- Strong math and / or accounting skills
- Strong initiative, integrity, self motivation, and results orientation
- Experience working with high-level, busy professionals
- Experience with Relius/Schwab RT software strongly preferred
- Excellent customer service skills
- Strong analytical and problem solving skills
- Strong MS Office experience, especially Excel and Word
Our Value-Driven Employee Experience:
- Flexible Workplace
- Competitive PTO
- Inclusive Environment
- Development Opportunities
- Comprehensive Benefits
- Workplace Perks
Top Skills
What We Do
Strongpoint Partners is a fast-growing, tech-enabled financial services platform that provides third-party retirement administration (“TPA”), recordkeeping, and integrated payroll and HR technology solutions for small-and-medium businesses. Strongpoint’s suite of services prioritizes accuracy, compliance, and reduction of regulatory risk, all delivered by local customer success teams that understand the nuances of the markets they serve. Made up of a coast-to-coast network of leading retirement strategy and administration firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group (“RSG”), and Retirement Planners and Administrators (“RPA”), 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
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