Retirement Onboarding Operations Associate, (RSG)
Who we are:
Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.
About Retirement Strategies Group, (RSG):
Based in New Orleans, Louisiana, Retirement Strategies Group (RSG) is a TPA that provides 401(k) plan administration and recordkeeping services to small- and mid-sized businesses. RSG services 600+ 401(k), Profit Sharing, Cash Balance, and Traditional DB plans. From design and implementation to communication and ongoing administration, RSG helps clients achieve maximum results from their plans. RSG is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
Position Summary:
Retirement Strategies Group (RSG), a Strongpoint Partner, is looking for a Retirement Onboarding Operations Associate to support the successful setup and onboarding of new retirement plans and plan conversions into our standardized operating model. This is an entry-level role that plays an important part in ensuring new clients are set up accurately and efficiently so their plans can be serviced smoothly from day one.
In this role, you’ll help enter and organize client and plan data, configure plans within internal systems, and work with both internal teams and clients to gather information and resolve questions. The position combines detailed data work with communication and coordination, making it a great opportunity for someone who is organized, detail-oriented, and interested in building a career in operations or financial services.
PLEASE NOTE: This role is an in-person opportunity based out of the RSG office in New Orleans, LA; fully in-person work will be required for ~6 months with potential to shift to a hybrid schedule after training is complete. RSG operates on a “flex schedule” model which allows employees some flexibility regarding their specific work hours.
Key Responsibilities:
- Assist with the onboarding and setup of new retirement plans and the conversion of existing plans into our systems
- Enter and verify client and plan information in internal systems to ensure data is accurate and complete
- Configure plan details within internal workflow platforms based on client documentation and requirements
- Communicate with clients to request missing information, clarify details, and resolve discrepancies
- Work closely with internal teams such as sales, operations, and client service to support a smooth onboarding process
- Track onboarding progress and follow up on outstanding items to help keep implementations on schedule
- Review documentation to ensure plan setup aligns with client needs and internal standards
- Flag potential issues or inconsistencies and work with the team to resolve them
- Help maintain organized records and documentation related to onboarding activities
- Other duties as assigned
Minimum Qualifications:
- Bachelor’s degree or equivalent work experience preferred
- 1–3 years of experience in operations, financial services, benefits administration, or a related field preferred
- Strong attention to detail and ability to manage data accurately across multiple systems
- Excellent organizational and time management skills, with the ability to manage multiple onboarding projects simultaneously
- Strong written and verbal communication skills, including the ability to interact professionally with clients
- Comfortable working in a process-driven environment with structured workflows
- Proficiency in Microsoft Office (particularly Excel) and experience working with internal systems or workflow platforms
- Ability to work collaboratively with cross-functional teams
Preferred Qualifications:
- Experience working with retirement plans, benefits administration, or financial services
- Familiarity with client onboarding, plan conversions, or system implementation processes
- Experience in a professional services or operations support environment
Our Value-Driven Employee Experience:
- Flexible Workplace – Hybrid and remote options available for many roles.
- Unlimited 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.
**Specific benefits and programs may vary by partner and position.