---
title: 'Consultant Assistant (BCS) at Strongpoint Partners'
canonical: 'https://feeny.ai/job/consultant-assistant-bcs-strongpoint-partners-united-states-3jy0erycw9ah'
type: 'job'
last_seen: '2026-09-09'
---

# Consultant Assistant (BCS) at Strongpoint Partners

- **Company:** Strongpoint Partners
- **Location:** United States
- **Posted:** 2026-08-21
- **Last confirmed live:** 2026-09-09
- **Apply:** https://job-boards.greenhouse.io/strongpointpartners/jobs/5398674008

## Job description

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](https://www.strongpointpartners.com/).

Position Summary

Strongpoint Partners is seeking a detail-oriented and organized Consultant Assistant to provide administrative support to Retirement Plan Consultants and assist with day-to-day retirement plan operations. This role supports client service activities and helps ensure plan-related tasks and projects are completed accurately and within established deadlines.

The ideal candidate is a strong communicator who is comfortable managing multiple priorities in a high-volume, deadline-driven environment. This individual should have strong organizational skills, attention to detail, and intermediate proficiency with Microsoft Excel. Following training, the successful candidate will be able to independently manage assigned responsibilities while providing responsive support to both Retirement Plan Consultants and clients.

## Key Responsibilities

- Provide administrative and operational support to Retirement Plan Consultants.
- Assist with client communications and follow up on outstanding information and documentation.
- Collect and organize client census data and other plan-related information.
- Assist with Form 5500 signature collection and filing processes.
- Support distribution and loan processing, including gathering required documentation and tracking requests through completion.
- Assist with account corrections and other plan administration activities.
- Maintain accurate and organized client and plan records.
- Assist with recurring plan administration tasks, reporting, and special projects.
- Track deadlines and outstanding items to ensure timely completion.
- Communicate with internal teams and clients to obtain information and resolve routine administrative questions.
- Manage a high volume of tasks while maintaining accuracy and attention to detail.
- Other duties as assigned.

## Minimum Qualifications

- High school diploma or equivalent required; associate or bachelor’s degree preferred.
- 1–2 years of administrative, client service, financial services, or related experience preferred.
- Strong organizational and time management skills with the ability to manage multiple priorities and deadlines.
- 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.
- Ability to work independently after training while collaborating effectively with a team.
- Ability to manage confidential information with professionalism and discretion.

## Preferred Qualifications

- 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.
- Experience processing retirement plan distributions, loans, or account corrections.
- Experience working with retirement plan administration or recordkeeping systems.

Our Value-Driven Employee Experience:

- 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.

**Specific benefits and programs may vary by partner and position.

## About Strongpoint Partners

## Company Overview
- **One-liner**: Strongpoint Partners provides a tech-enabled retirement, payroll, and HR platform for small- to medium-sized businesses, combining local service with national infrastructure.
- **Entity Type**: Private (fastest-growing private company on Inc. 5000)
- **Headquarters**: Chicago, IL, USA
- **Founded**: 2022 (the Strongpoint Partners entity was launched; predecessor firms have over 40 years of history)
- **Founders**: Not publicly disclosed (the company describes itself as “built by founders for founders” and is led by a team of industry veterans)

## Core Business
- **Primary industry**: Retirement plan third-party administration (TPA), payroll, and HR services
- **Target customers**: Small- to medium-sized businesses (SMBs), B2B
- **Mission**: “Making retirement work for everyone.”

## Products & Services
- **Retirement Plan Administration**: Defined Benefit, Defined Contribution, Cash Balance, and ESOP plan design, administration, fiduciary oversight, and compliance reporting.
- **Recordkeeping**: Enterprise-level data validation and customized workflows for retirement plans.
- **Payroll (Strongpay)**: Integrated payroll platform that complements TPA services, processing billions in payroll dollars annually.
- **HRIS**: Retirement-integrated HR solutions with concierge service and data validation.
- **Consulting & Actuarial Services**: Specialty consulting for complex plan structures, including cash balance plans and ESOPs.

All offerings are delivered through a tech-enhanced service model with local client success teams.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metrics**:
  - Plan Assets Under Administration: **$54B+**
  - Total Plans Administered: **32,000+**
  - Retirement Plan Participants Supported: **600,000+**
  - Employees: **408 U.S.-based** (as of April 2025)
- **Notable Investors/Partners**: Not publicly listed (the company grows through acquisitions and partnerships with independent TPA firms)
- **Growth Signals**:
  - Recognized on the Inc. 5000 list of America’s fastest-growing private companies in **2025 and 2026** (two consecutive years)
  - Rapid expansion via acquisitions: 15+ firms joined between 2022 and 2026 (e.g., Pension Consultants, Actuaries Unlimited, CRP, Benefit Equity, and many more)
  - Assets under administration grew from $6B (2024) to $54B+
  - Headcount more than doubled from ~200 (2024) to 408 (2025)

## Competitive Advantages
- **National network, local service**: A partnership of independent TPAs covering 42+ states, offering personalized service with the resources of a national platform.
- **Deep expertise**: Average 35+ years of plan design experience among founders; average client tenure of ~9.5 years.
- **High customer satisfaction**: Net Promoter Score (NPS) of 81 across the affiliate network.
- **Integrated solution**: Combines retirement administration, recordkeeping, payroll, and HR in one platform, reducing compliance risk for clients.
- **Scale and compliance**: 100M+ payroll data checks run annually, ensuring accuracy and regulatory compliance.

## Strategic Focus
- Continue building the nation’s most trusted, knowledgeable, and customer-centric retirement and payroll platform for SMBs.
- Expand the national network through acquisitions and new partner firms.
- Deepen integration between retirement, payroll, and HR solutions to deliver a seamless experience.
- Maintain a culture of continuous improvement and service leadership.

## Why Work Here
- **Great Place to Work Certified** (2025): 92% of employees say it’s a great place to work (vs. 57% at a typical U.S. company); 97% feel welcomed when joining.
- **Award**: Ranked **#40 on Fortune Best Workplaces in Financial Services & Insurance™ 2025** (Small and Medium category).
- **Culture & Values**: Emphasis on collaboration, integrity, customer obsession, and continuous improvement. Values include “Stronger Together,” “Do Right Things, Do Things Right,” and “Own the Outcome.”
- **Benefits**: Flexible Time Off program, robust training and development, and a focus on well-being.
- **Work Model**: Not explicitly disclosed; HQ in Chicago with a national remote workforce (likely hybrid/remote options based on distributed team).
- **Growth Opportunities**: Rapidly growing company (Inc. 5000) with frequent acquisitions, offering career advancement in retirement, payroll, and HR domains.

## Sources
1. [strongpointpartners.com](https://www.strongpointpartners.com/)
2. [strongpointpartners.com/life-at-strongpoint](https://www.strongpointpartners.com/life-at-strongpoint)
3. [strongpointpartners.com/our-story](https://www.strongpointpartners.com/our-story)
4. [greatplacetowork.com](https://www.greatplacetowork.com/certified-company/7080453)
5. [linkedin.com/company/strongpointpartners](https://www.linkedin.com/company/strongpointpartners)

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