Retirement Plan Administrator II
NBT Bank
full-time
Posted on:
Location Type: Office
Location: Glens Falls • New Hampshire • New York • United States
Visit company websiteExplore more
Salary
💰 $73,536 - $98,010 per year
About the role
- Responsible for the administration of complex retirement benefit plans and trust accounts.
- Advises clients concerning administration of their accounts.
- Prepares and submits required government reports.
- Keeps informed on new developments, policies and laws concerning retirement plan benefits, planning and administration.
- Participates in the development of new business from existing or prospective customers.
- Perform all administration duties required for effective service delivery for assigned plans.
- Analyze and interpret more complex documents including all IRA documents, standardized and non standardized prototype defined contribution documents, individually designed plan documents and trust agreements.
- Initiate, follow and complete EPIC conversion package to successfully convert new daily valued 401k plans to NBT’s platform.
- Participate in new business development.
- Remain current on mutual fund offerings and QMR due diligence process.
- Conduct effective participant education and enrollment meetings.
- Other duties as assigned.
Requirements
- Bachelor’s Degree or equivalent education and experience
- 5-7 years experience in a Financial Services industry
- CRSP Certification
- Proficient PC skills with experience in Excel, Word, PowerPoint
- Knowledge of various retirement plan vehicles
- Knowledge of various investment vehicles
- Ability to develop and deliver quality business proposals.
- Ability to begin CRSP certification program within 18 months of date of hire, if not certified on date of hire
Benefits
- 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
retirement benefit plans administrationtrust account managementgovernment report preparationdocument analysisEPIC conversion package401k plan conversionmutual fund knowledgeQMR due diligencebusiness proposal developmentretirement plan vehicles knowledge
Soft Skills
client advisingeffective service deliveryparticipant educationcommunication skillsbusiness development
Certifications
Bachelor’s DegreeCRSP Certification