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Strongpoint Partners is seeking a highly motivated and ambitious Operations Associate who will work closely with our operations and participant / client support teams.
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 is a hybrid opportunity in our Boulder, CO office. Role & Responsibilities :
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 Requirements : 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 Spanish-speaking a plus but not required Proactive problem solver Retirement Plan experience, specifically 401(k) plans, preferred but not required Sungard Relius and / or Schwab RT experience preferred Strong MS Office experience, especially Excel and Word College degree Powered by JazzHR
Last updated : 2024-06-04
Full Time
$87k-109k (estimate)
06/05/2024
09/04/2024
The job skills required for Operation associate include Initiative, Accounting, Project Management, Integrity, etc. Having related job skills and expertise will give you an advantage when applying to be an Operation associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Operation associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Operation associate positions, which can be used as a reference in future career path planning. As an Operation associate, it can be promoted into senior positions as a Senior Operations Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Operation associate. You can explore the career advancement for an Operation associate below and select your interested title to get hiring information.