Entry-Level Retirement Operations Associate, (CRS)

Strongpoint PartnersCincinnati, Ohio, United States · Posted 1 month ago

Full-timeEst. 55,000 USD

Description

Who we are:

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.

PLEASE NOTE: This role is based out of CRS's Cincinnati Tri-County office and requires regular in-person attendance, (up to 5-days per week with the potential to work in a hybrid capacity).

About Creative Retirement Systems, (CRS):

Based in Springdale, Ohio, CRS team prides themselves on helping clients reach their retirement objectives with creative solutions and plans that are tailored to their unique needs. CRS is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

The Retirement Operations Associate will support the daily administrative functions of retirement plan operations. This role focuses on data entry, document preparation, and assisting with basic plan processing tasks, specifically assisting with participant loans & distributions.

This is an entry-level role; no prior experience in retirement plans or finance is required; you will receive structured training to build foundational knowledge of retirement plans and administrative processes, with opportunities to grow into more advanced responsibilities over time.

PLEASE NOTE: This role is based out of CRS's Cincinnati Tri-County office and requires regular in-person attendance, (up to 5-days per week with the potential to work in a hybrid capacity).

Key Responsibilities:

Perform general administrative and clerical duties related to retirement plan operations
Enter, update, and maintain accurate data in internal systems and spreadsheets
Work extensively with Microsoft Excel and Word for reports, tracking, and documentation
Assist in drafting retirement plan documents and support new business onboarding activities
Process benefit distributions for terminated employees in accordance with plan rules
Review information for accuracy and completeness
Organize and maintain electronic and physical files
Support team members with special projects as assigned
Communicate professionally with internal team members and external contacts as needed
Other duties as assigned.

Required Qualifications:

Bachelor’s degree required (any major considered; math/finance majors preferred)
Basic computer proficiency (Microsoft Office, especially Excel and Word)
Strong written and verbal communication skills
High level of attention to detail and accuracy
Solid organizational and time-management skills
Ability to work effectively in a team environment
Basic math and analytical skills
Strong problem-solving ability
Professional and dependable work ethic
Strong interest in administrative or operations-based work
Ability to learn new systems and processes quickly

PLEASE NOTE: This role is based out of CRS's Cincinnati Tri-County office and requires regular in-person attendance, (up to 5-days per week with the potential to work in a hybrid capacity).

Our Value-Driven Employee Experience:

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.

**Specific benefits and programs may vary by partner and position.

Entry-Level Retirement Operations Associate, (CRS)

Description

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