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← Strongpoint Partners

Retirement Document Specialist, (TFG)

Strongpoint Partners
Location
Remote
Posted
1 month ago
Department
Operations
Salary
$50,000-$60,000
What they actually want (must-haves)
  • Bachelor’s degree in Finance, Business, or a related field, or equivalent experience
  • 1–3+ years of experience in retirement plans, TPA operations, financial services, or a related field
  • Strong attention to detail with a commitment to accuracy
  • Highly organized with the ability to manage multiple priorities, deadlines, and workflows
  • Strong written and verbal communication skills
  • A proactive, collaborative approach and willingness to take ownership of work from start to finish
Nice to have
  • Experience working with 401(k), qualified retirement plans, or 3(16) services
  • Familiarity with IRS and ERISA requirements related to retirement plan documentation
  • Experience with TPA or retirement plan administration systems such as FT William, Relius, ASC, or PensionPro
  • ASPPA credentials such as QKA or QKC, or demonstrated progress toward certification
  • Experience supporting plan onboarding, document preparation, or implementation
What the job really is

The Retirement Document Specialist at The Finway Group will focus on onboarding new retirement plan clients by preparing and reviewing plan documentation, ensuring compliance and accuracy. This role involves managing workflows, collaborating with advisors and clients, and maintaining digital records throughout the onboarding process. The position is fully remote, with a preference for candidates in the Central and Eastern time zones.

Benefits
  • 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.
Things to weigh
  • Preference for candidates in Central and Eastern time zones may limit opportunities for those in other regions.
  • Salary range is provided but may vary based on geographic location and individual qualifications.
Job score3.4/5
Benefits3/5
Freshness1/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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