Operations Associate
Who we are:Strongpoint Partners provides third-party administration of retirement plans and outsourced HR and payroll solutions to small and medium-sized businesses. Strongpoint offers an integrated software platform for retirement planning and payroll and is pursuing a growth strategy that includes add-on acquisitions and organic growth initiatives. Our culture is defined by teamwork, integrity, innovation, a growth mindset, and a passion for providing great service to our clients. With brands such as HowardSimon, Jocelyn, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, and Pollard & Associates, we are building a winning team with a family spirit, and helping to secure our customers' financial futures, from hire through retire. This position has a preference for a local candidate near Boulder, CO for a hybrid schedule. Candidates in other geographical areas may be considered as well in a remote capacity.**What you'll do: Process and monitor daily incoming and outgoing trade files from CustodianReviewing daily payroll uploads from Plan sponsors, and processing corresponding ACH transactionsAssist Plan Sponsors with payroll questions, file upload issues, and creating new pay schedulesPreparing cash reconciliation daily and perform asset reconciliation monthlyManage annual employer contributions and trade corrections related to annual compliance workMonitor payroll email and phone calls and respond to all 401(k) plan sponsor support questionsSet up new Plans in recordkeeping systems and participate in payroll trainingsMaintain and update CRM with internal payroll schedules, on off payroll projects, and client contact changesBe able to creatively solve problems and overcome challenges in a variety of different scenariosWho you are: Excellent verbal, written, analytical, organizational skills and keen attention to detailStrong math and / or accounting skillsStrong initiative, integrity, self motivation, and results orientationExperience working with high-level, busy professionalsSpanish-speaking a plus but not requiredProactive problem solverRetirement Plan experience, specifically 401(k) plans, preferred but not requiredSungard Relius and / or Schwab RT experience preferredStrong MS Office experience, especially Excel and WordCollege degreeOur Value-Driven Employee Experience:Flexible WorkplaceCompetitive PTOInclusive EnvironmentDevelopment OpportunitiesComprehensive BenefitsWorkplace Perks