Retirement Plan Consultant: Client Service & Compliance

NBT Bank; Maine; On-site; USD 71,000 - 95,000; Full time

Benefits offered by this job

Paid Time Off

Parental Leave

Medical Coverage

Dental & Vision

401(k) with match

Tuition Reimbursement

Employee Assistance Program

Job summary

NBT Bank in Maine seeks an experienced pension administrator to deliver client service for recordkeeping, administration and servicing of an assigned book of business, promoting revenue growth, productivity and exceptional client satisfaction.

Requirements include an Associate degree with 2 years' experience (or equivalent) and preferred ASPPA/CEBS designations. The role emphasizes compliance, reporting, and teamwork to maintain plans and government filings.

Qualifications

• Associate degree and two years' experience or equivalent combination.
• ASPPA or CEBS (or similar) designations preferred.
• Proficiency in Excel and Word; ability to prepare reports.

Responsibilities

• Proactively ensure plans comply with plan provisions and pension laws; communicate with clients and sponsors.
• Daily report monitoring and management; document client communications and provide project support.
• Coordinate with technical and support teams to maintain recordkeeping and plan amendments.
• Other duties as assigned.

Skills

Advanced Excel

Word

Report writing

Communication

Regulatory research

Data analysis

Education

Associate degree and 2 years experience

ASPPA or CEBS preferred

Tools

Microsoft Excel

Microsoft Word

Research tools

Job description

NBT Bank in Maine seeks an experienced pension administrator to deliver client service for recordkeeping, administration and servicing of an assigned book of business, promoting revenue growth, productivity and exceptional client satisfaction.

Requirements include an Associate degree with 2 years' experience (or equivalent) and preferred ASPPA/CEBS designations. The role emphasizes compliance, reporting, and teamwork to maintain plans and government filings.