Retirement Plan Onboarding Administrator

Strongpoint Partners

Retirement Plan Onboarding Administrator facilitating client onboarding and first year of plan administration at Strongpoint Partners. Overseeing compliance and providing client guidance throughout the initial service period.

Posted 6/11/2026full-timeRemote • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Manage the onboarding and first year of administration for assigned new clients
Coordinate the transition of new plans from implementation to ongoing service
Perform annual administration and all levels of compliance testing for assigned new client plans
Complete plan documents, amendments, and related onboarding deliverables
Provide guidance to clients on compliance and administrative topics during the first year of service
Partner with internal teams to ensure a smooth onboarding experience and timely handoff to ongoing administration
Efficiently utilize technology to perform the duties of this position
Attend staff meetings and trainings as requested
Maintain a team approach by assisting in areas appropriate for this position
Own stewardship of assigned new client business relationships during onboarding and the initial service period
Other duties as assigned

Requirements

What you’ll need

Bachelor's degree in Business, Finance, Mathematics, or similarly related field.
4-7 years of retirement plan experience
5-7 years of client services experience
Proficiency in Word, Excel, PowerPoint, Outlook, CRM software
Organized and detail-oriented
Exceptional approach to client service focusing on communications, timely solutions, and client needs
Team player, collaborative, able to work with and through others
Strong verbal and written communication skills
Ability to work well under pressure with multiple priorities and deadlines
Excellent analytical and problem-solving skills
Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team
Proficient in Relius software, (preferred)

Benefits

Comp & perks

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.
Workplace Perks – Incentive bonus programs, flexible hours, & more.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

retirement plan experienceclient services experienceanalytical skillsproblem-solving skills

Soft Skills

organizeddetail-orientedclient serviceteam playercollaborativestrong verbal communicationstrong written communicationability to work under pressureability to manage multiple prioritiesintegrity