UMB Bank

Retirement Plan Support Specialist

UMB Bank

full-time

Posted on:

Location Type: Hybrid

Location: Dubuque • Iowa • Montana • United States

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Salary

💰 $57,760 - $124,170 per year

About the role

  • Prepare detailed analyses and proposals for prospective clients by gathering and interpreting plan sponsor investment and current fee data to create pricing, profitability, and benchmarking comparisons.
  • Provide administrative support, including activities with third-party recordkeepers, the distribution of recurring plan investment reviews, and assisting in resolving client requests.
  • Responsible for the overall customer experience of the virtual education websites; ensuring ease of use and access, up-to-date information, and branding.
  • Analyze target markets and identify potential new business opportunities.
  • Maintain benchmarking software (FI360) by reviewing, updating, and inputting competitor performance and fee information.
  • Assist in fee processing, invoice creation/distribution, and timely collection of advisory fees for Retirement Plan Services account relationships.
  • Provide timely updates and maintain accurate information in the customer relationship management (CRM) system.
  • Support meeting preparation, sales events, travel, and expense reimbursements as needed.
  • Help onboard new Advisors / retirement staff and updates onboarding materials and handbook for training where applicable.
  • Perform other duties as assigned.

Requirements

  • Bachelor’s Business Administration/Management, Economics, or Finance
  • 3-5 years within the financial services industry
  • Proficient in using the Microsoft Office, particularly Excel, PowerPoint and Adobe suite
  • Detail oriented with a high level of accuracy
  • Understanding of financial services products, particularly related to retirement plans and investment products and services
  • Solid analytical and problem-solving skills
  • Excellent organizational and time management skills
  • Excellent interpersonal skills
Benefits
  • Paid Time Off
  • 401(k) matching program
  • Annual incentive pay
  • Paid holidays
  • Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
  • Health savings, flexible spending, and dependent care accounts
  • Adoption assistance
  • Employee assistance program
  • Fitness reimbursement
  • Tuition reimbursement
  • Associate wellbeing program
  • Associate emergency fund
  • Various associate banking benefits
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial analysispricing analysisbenchmarkingfee processinginvoice creationdata interpretationanalytical skillsproblem-solving
Soft Skills
detail orientedorganizational skillstime managementinterpersonal skillscustomer experience management
Certifications
Bachelor’s in Business AdministrationBachelor’s in ManagementBachelor’s in EconomicsBachelor’s in Finance