... Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG ... About Creative Retirement Systems, (CRS): Based in Springdale, Ohio, CRS team prides themselves on ...
... Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG ... About Creative Retirement Systems, (CRS): Based in Springdale, Ohio, CRS team prides themselves on ...
... Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG ... About Creative Retirement Systems, (CRS): Based in Springdale, Ohio, CRS team prides themselves on ...
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... Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG ... About Creative Retirement Systems, (CRS): Based in Springdale, Ohio, CRS team prides themselves on ...
Senior Finance AI & Automation Developer
Haydenville, OH · On-site +1
$95K - $119K/yr
Remote * Tuesday-Thursday: Onsite at our Reading, PA location Candidates outside the Reading, PA ... Creative in finding solutions and overcoming obstacles * Initiative: Aggressive while using good ...
Senior Finance AI & Automation Developer
Haydenville, OH · On-site +1
$95K - $119K/yr
Remote * Tuesday-Thursday: Onsite at our Reading, PA location Candidates outside the Reading, PA ... Creative in finding solutions and overcoming obstacles * Initiative: Aggressive while using good ...
Advisor
Columbus, OH · On-site +1
The Role An Advisor at Upsourced is the financial partner to our clients - functionally, their CFO. ... Hybrid and remote-friendly work environment
Advisor
Columbus, OH · On-site +1
The Role An Advisor at Upsourced is the financial partner to our clients - functionally, their CFO. ... Hybrid and remote-friendly work environment
Client Retention Specialist (Remote)
Columbus, OH · On-site +1
$13.75 - $18.75/hr
... Finance program. Their primary focus is on our at-risk customers who are struggling with the use and/or value of their enrolled program, requiring creative problem solving to help them better realize ...
Client Retention Specialist (Remote)
Columbus, OH · On-site +1
$13.75 - $18.75/hr
... Finance program. Their primary focus is on our at-risk customers who are struggling with the use and/or value of their enrolled program, requiring creative problem solving to help them better realize ...
Client Retention Specialist (Remote)
Columbus, OH · On-site +1
$19 - $20/hr
... Finance program. Their primary focus is on our at-risk customers who are struggling with the use and/or value of their enrolled program, requiring creative problem solving to help them better realize ...
Client Retention Specialist (Remote)
Columbus, OH · On-site +1
$19 - $20/hr
... Finance program. Their primary focus is on our at-risk customers who are struggling with the use and/or value of their enrolled program, requiring creative problem solving to help them better realize ...
About Creative Retirement Systems, (CRS): Based in Springdale, Ohio, CRS team prides themselves on ... CRS is an operating partner of Strongpoint Partners, a leading tech-enabled financial services ...
About Creative Retirement Systems, (CRS): Based in Springdale, Ohio, CRS team prides themselves on ... CRS is an operating partner of Strongpoint Partners, a leading tech-enabled financial services ...
Designer
Cleveland, OH · On-site +1
$65K - $85K/yr
Working within a centralized creative organization, this role primarily partners with the Corporate ... A "remote" role would allow an employee to work from a home office that is in one of the states ...
Designer
Cleveland, OH · On-site +1
$65K - $85K/yr
Working within a centralized creative organization, this role primarily partners with the Corporate ... A "remote" role would allow an employee to work from a home office that is in one of the states ...
Substantial hands-on financial and business experience in fast-paced, high-performing, work ... Patiently persistent and resourceful, using thoughtful and creative approaches to engage business ...
Substantial hands-on financial and business experience in fast-paced, high-performing, work ... Patiently persistent and resourceful, using thoughtful and creative approaches to engage business ...
Substantial hands-on financial and business experience in fast-paced, high-performing, work ... Patiently persistent and resourceful, using thoughtful and creative approaches to engage business ...
Substantial hands-on financial and business experience in fast-paced, high-performing, work ... Patiently persistent and resourceful, using thoughtful and creative approaches to engage business ...
Provide information about extended service agreements and financing options, ensuring a seamless ... scores, Creative Commerce standards, and Quality Evaluations. * Are Self-Motivated: You are ...
Provide information about extended service agreements and financing options, ensuring a seamless ... scores, Creative Commerce standards, and Quality Evaluations. * Are Self-Motivated: You are ...
Provide information about extended service agreements and financing options, ensuring a seamless ... scores, Creative Commerce standards, and Quality Evaluations. * Are Self-Motivated: You are ...
Provide information about extended service agreements and financing options, ensuring a seamless ... scores, Creative Commerce standards, and Quality Evaluations. * Are Self-Motivated: You are ...
Controller
Dayton, OH · On-site +1
The Role A Controller at Upsourced is a financial leader for a portfolio of growing businesses. You ... Hybrid and remote-friendly work environment Employment Type: FULL_TIME
Controller
Dayton, OH · On-site +1
The Role A Controller at Upsourced is a financial leader for a portfolio of growing businesses. You ... Hybrid and remote-friendly work environment Employment Type: FULL_TIME
... creative, branded food and beverage solutions that address a wide variety of needs. Our employees ... Leads RFPs, rollouts, tests, and regional-to-national expansion opportunities Financial, Pricing ...
... creative, branded food and beverage solutions that address a wide variety of needs. Our employees ... Leads RFPs, rollouts, tests, and regional-to-national expansion opportunities Financial, Pricing ...
... creative, branded food and beverage solutions that address a wide variety of needs. Our employees ... Leads RFPs, rollouts, tests, and regional-to-national expansion opportunities Financial, Pricing ...
... creative, branded food and beverage solutions that address a wide variety of needs. Our employees ... Leads RFPs, rollouts, tests, and regional-to-national expansion opportunities Financial, Pricing ...
Collaborates cross-functionally with Brand, RGM, Supply Chain, Deployment, Finance, and the ... creative, branded food and beverage solutions that address a wide variety of needs. Our employees ...
Collaborates cross-functionally with Brand, RGM, Supply Chain, Deployment, Finance, and the ... creative, branded food and beverage solutions that address a wide variety of needs. Our employees ...
National Sales Manager, Home Improvement - Retail and Non-Retail (Remote)
Delaware, OH · Remote
$15.75 - $19/hr
Partners with marketing, product management, supply chain, finance, legal, and operations to align ... Inquisitive, highly accountable nature to drive to root causes and seek creative solutions * Proven ...
National Sales Manager, Home Improvement - Retail and Non-Retail (Remote)
Delaware, OH · Remote
$15.75 - $19/hr
Partners with marketing, product management, supply chain, finance, legal, and operations to align ... Inquisitive, highly accountable nature to drive to root causes and seek creative solutions * Proven ...
A creative problem solver who enjoys untangling complexity and thinking strategically. * Someone ... Open to remote for highly qualified candidates. #LI-remote #LI-SM1 Summary Our Nationwide Financial ...
A creative problem solver who enjoys untangling complexity and thinking strategically. * Someone ... Open to remote for highly qualified candidates. #LI-remote #LI-SM1 Summary Our Nationwide Financial ...
A creative problem solver who enjoys untangling complexity and thinking strategically. * Someone ... Open to remote for highly qualified candidates. #LI-remote #LI-SM1 Summary Our Nationwide Financial ...
A creative problem solver who enjoys untangling complexity and thinking strategically. * Someone ... Open to remote for highly qualified candidates. #LI-remote #LI-SM1 Summary Our Nationwide Financial ...
Reserving - Global Specialty Financial Lines
Columbus, OH · On-site +1
$96K - $169K/yr
Driven, intellectually curious, resourceful, and creative; able to learn new concepts and business ... Candidates who do not live near one of these office locations may be considered for a remote work ...
Reserving - Global Specialty Financial Lines
Columbus, OH · On-site +1
$96K - $169K/yr
Driven, intellectually curious, resourceful, and creative; able to learn new concepts and business ... Candidates who do not live near one of these office locations may be considered for a remote work ...
Remote Creative Finance information
What is a remote creative finance professional?
What is the difference between Remote Creative Finance vs Remote Creative Accounting?
| Aspect | Remote Creative Finance | Remote Creative Accounting |
|---|---|---|
| Required Credentials | Finance degrees, certifications like CFA or CPA (optional) | Accounting degrees, CPA certification often preferred |
| Work Environment | Collaborative with finance teams, project-based | Detail-oriented, compliance-focused, often with audit teams |
| Industry Usage | Used in startups, marketing agencies, media companies | Common in corporate finance, accounting firms, nonprofits |
Remote Creative Finance and Remote Creative Accounting share some credentials but differ in focus. Creative Finance emphasizes strategic financial planning and analysis, while Creative Accounting centers on compliance and accurate record-keeping. Both roles are vital in various industries, but their daily tasks and certifications vary accordingly.
What are the key skills and qualifications needed to thrive as a remote creative finance professional?
How does a remote creative finance professional collaborate with creative teams to manage project budgets?
- Remote Customer Service Representative
- Work From Home Armenian Speaking
- Online Chat Representative
- Remote Chat Agent
- Remote Crm Developer
- Remote Customer Experience Analyst
- Remote Software Support Engineer
- Internship Remote Customer Experience Analyst
- Remote Customer Service Representative Sykes
- Customer Experience Consultant Remote
Entry-Level Retirement Operations Associate, (CRS)
Cincinnati, OH • On-site, Remote
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 13 days ago
Job description
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 Creative Retirement Systems, (CRS):
Based in Springdale, Ohio, CRS team prides themselves on helping clients reach their retirement objectives with creative solutions and plans that are tailored to their unique needs. CRS is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
Position Summary:
The Retirement Operations Associate will support the daily administrative functions of retirement plan operations. This role focuses on data entry, document preparation, and assisting with basic plan processing tasks, specifically assisting with participant loans & distributions.
This is an entry-level role; no prior experience in retirement plans or finance is required; you will receive structured training to build foundational knowledge of retirement plans and administrative processes, with opportunities to grow into more advanced responsibilities over time.
PLEASE NOTE: While our preference is for this position to be based in our Cincinnati Tri-County office, we are open to considering remote candidates who are the right fit for the role. Remote employees must be located within the Eastern or Central time zones to ensure alignment with business hours and team collaboration.
Key Responsibilities:
- Perform general administrative and clerical duties related to retirement plan operations
- Enter, update, and maintain accurate data in internal systems and spreadsheets
- Work extensively with Microsoft Excel and Word for reports, tracking, and documentation
- Assist in drafting retirement plan documents and support new business onboarding activities
- Process benefit distributions for terminated employees in accordance with plan rules
- Review information for accuracy and completeness
- Organize and maintain electronic and physical files
- Support team members with special projects as assigned
- Communicate professionally with internal team members and external contacts as needed
- Other duties as assigned.
Required Qualifications:
- Bachelor's degree required (any major considered; math/finance majors preferred)
- Basic computer proficiency (Microsoft Office, especially Excel and Word)
- Strong written and verbal communication skills
- High level of attention to detail and accuracy
- Solid organizational and time-management skills
- Ability to work effectively in a team environment
- Basic math and analytical skills
- Strong problem-solving ability
- Professional and dependable work ethic
- Strong interest in administrative or operations-based work
- Ability to learn new systems and processes quickly
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
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Deerfield, IL, US
Year founded
2022