Peoples Bank

Client Support

Peoples Bank

full-time

Posted on:

Location Type: Office

Location: Marietta • Ohio • United States

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About the role

  • Overseeing the onboarding of all new retirement plans and providing ongoing, day-to-day operational support to Retirement Plan Services (RPS) Relationship Managers
  • Work with third-party recordkeeping, assigned Relationship Manager and Financial Advisor to ensure onboarding of plans remains on track and staff stays informed
  • Support Relationship Managers with various workflow items, monitor deadlines, report delinquent items, and oversee daily activity and processing
  • Coordinate with Financial Advisor to facilitate the successful onboarding of all retirement plans
  • Prepare fund change letters semi-annually or as requested
  • Support and track the distribution and completion of annual participate notices
  • Provide backup support to Relationship Managers as needed to ensure continuity of service and client satisfaction
  • Process manual payrolls
  • Provide assistance with manual data entry for Balanced Forward plans and Union accounts
  • Conduct annual fee tier review and document findings
  • Responsible for balancing and reconciling the interface for plans in PEBO custody
  • Collaborate with plan sponsors to obtain approvals for participant distributions and loans requests
  • Review daily vendor reports to ensure timely and accurate plan administration, focusing on: Outstanding requests and deadlines, Distribution processing deadlines, Delinquent payroll submissions, Account reconciliations
  • Will perform special projects as assigned

Requirements

  • Associate’s degree in business and/or five years of experience working in a financial services or accounting environment
  • Bachelor’s degree preferred
  • Advanced Word, Excel, PowerPoint software and experience at adapting those to specific support needs
  • Must consistently produce work with a very high degree of accuracy
  • Demonstrates flexibility in adapting to shifting priorities and effectively managing multiple projects simultaneously
  • Resourceful in identifying information and solutions, with the ability to anticipate next steps and proactively address potential issues
  • Must possess strong interpersonal, and communication skills, especially over the telephone
  • Must be able to maintain positive experience for clients, and associates, regardless of workload
  • Self-motivated individual with effective office administration skills
  • Maintain basic knowledge of retirement plan technical, legal, and regulatory topics
  • Team player
Benefits
  • 401(k) retirement plan with an employer match
  • Employee stock purchase plan
  • Various education assistance programs such as student loan and tuition paydown/reimbursement
  • Paid vacation and holidays
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data entrypayroll processingaccount reconciliationfee tier reviewplan administrationworkflow managementreportingonboardingoperational supportfinancial analysis
Soft Skills
interpersonal skillscommunication skillsflexibilityresourcefulnessself-motivationteam playerproject managementclient satisfactionproblem-solvingadaptability