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← Strongpoint Partners

Consultant Assistant (BCS)

Strongpoint Partners
Location
United States
Posted
1 month ago
Department
Operations
What they actually want (must-haves)
  • High school diploma or equivalent required
  • Strong organizational and time management skills
  • Strong written and verbal communication skills
  • Intermediate proficiency with Microsoft Excel
  • Strong attention to detail and commitment to accuracy
  • Ability to learn new systems, processes, and retirement plan concepts quickly
Nice to have
  • Associate or bachelor’s degree preferred
  • 1–2 years of administrative, client service, financial services, or related experience preferred
  • Experience in retirement plan administration, financial services, employee benefits, or a related field
  • Familiarity with 401(k) or other defined contribution retirement plans
  • Experience with Form 5500 processes
What the job really is

The Consultant Assistant at Strongpoint Partners provides essential administrative support to Retirement Plan Consultants, ensuring the smooth operation of retirement plan activities. Daily tasks include managing client communications, organizing plan-related data, assisting with documentation processes, and maintaining accurate records, all while adhering to deadlines in a fast-paced environment.

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
  • No salary listed
  • High volume of tasks may lead to a stressful work environment
  • Experience preferred but not strictly required for entry-level candidates
Job score2.8/5
Benefits3/5
Freshness4/5
Career value3/5
Role clarity4/5
Pay transparency0/5

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