Retirement Plan Recordkeeping Associate, (rsg)

Strongpoint Partners

New Orleans, LA, United States
On-site
Process retirement plan contributions and distributions
Perform daily cash and fund reconciliations
Manage enrollment forms and participant materials
Strongpoint Partners is seeking a Retirement Plan Recordkeeping Associate for its New Orleans office. This entry-level position involves processing retirement plan transactions and supporting the participant call center, ideal for detail-oriented individuals looking to build a career in financial services

Job Summary

  • This entry-level position plays a critical role in ensuring retirement plan transactions are processed accurately, timely, and in accordance with established procedures.
  • The role blends detailed data analysis with ongoing communication, making it an excellent opportunity for an organized, detail-oriented multitasker interested in financial services.
  • RSG is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners.

Matching Summary

Match Score: 75

Strongpoint Partners is seeking a Retirement Plan Recordkeeping Associate for its New Orleans office. This entry-level position involves processing retirement plan transactions and supporting the participant call center, ideal for detail-oriented individuals looking to build a career in financial services.

Skills & Requirements

Must-have

  • Process retirement plan contributions and distributions
  • Perform daily cash and fund reconciliations
  • Manage enrollment forms and participant materials
  • Utilize vendor platforms for data uploads
  • Respond to participant inquiries professionally

Nice-to-have

  • Experience with retirement plans or benefits administration
  • Strong attention to detail in data analysis
  • Ability to learn new systems quickly
  • Comfortable working in process-driven environment

Key Requirements

  • Bachelor's degree or equivalent work experience preferred
  • 1–3 years of experience in operations or financial services preferred
  • Proficiency in Microsoft Office particularly Excel

Work Rights

Not specified

Tailored Resume

Cover Letter