Retirement Plan Officer

JOB/ROLE DESCRIPTION
Title: QRP Retirement Plan Officer
Hybrid role after training
Reports to: SVP
DESCRIPTION The Trust Services Officer (TSO) partners with the Client Service Officers (CSOs) by coordinating or completing the tasks and activities that are performed on behalf of the clients and trusts assigned. Additionally, the Trust Services Officer ensures that the Trust Operations Specialists (TOS) have appropriate instruction to perform their tasks.
ESSENTIAL FUNCTIONS
1. Partner with Client Service Officers (CSO) through coordination and/or completion of trust administration activities.
 Research and answer clients’ account-related questions daily. Escalate or seek assistance from the CSO or manager for complex service or plan-related questions.
 Review and complete Administrative Reviews monthly.
 Coordinate with the TOS all fund transfer and securities movement requests, asset set-up as needed and communicate with clients as appropriate.
 Monitor and approve client transactions, cashflows, and account activity daily with the assistance of TOS, when necessary.
 Attend industry conferences and functions to maintain industry knowledge.
 Participate in the account opening and transaction process by completing or coordinating activities associated with new accounts.
 Participate in the Onboarding process for new clients.
 Along with CSO, meet in person with clients as requested.
2. Coordinate, complete and/or approve operational work.
 Assist TOS with client account processing issues or problems. Escalate or seek assistance from CSO or manager for complex service or plan-related questions.
 Actively participate on assigned internal Committees.
 Review and finalize monthly fee maps and invoices sent to clients.
 Initiate and complete assigned projects with manager guidance and review.
EDUCATION
 Bachelor’s degree in finance or related field.
 A minimum of 3 years’ experience in employee benefit plan management, including trust work and client communication.
 Working toward or receiving professional designation from accredited Employee Benefits program is desired.
SKILLS & ABILITIES
 Understanding of trust administration software applications, technology management, and management reporting and operations.
 Understanding of trust/retirement plans products and services.
 Effective verbal and written communication skills.
 Ability to multi-task.
 Proficient with Microsoft Office software, CRM preferred.
 Basic understanding of ERISA