Retirement Plan Consultant - Client Service & Compliance

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

Benefits offered by this job

Paid Time Off

Parental Leave

Medical Coverage

Retirement Plan with Employer Matching

Tuition Reimbursement

EAP

Job summary

NBT Bank is seeking a recordkeeping professional to deliver client service and assist with administration of a book of business, aimed at promoting revenue growth and client satisfaction.

The role requires an associate degree with two years of experience (ASPPA or similar designations preferred) and strong Microsoft Word/Excel skills, report generation, and effective communication with clients and internal teams. Full-time, on-site position based in North Carolina.

Qualifications

• Associate degree and two (2) years' experience, or equivalent combination of education and experience. ASPPA or other industry designations (such as NIPA or CEBS) preferred.
• Must have knowledge of advanced Microsoft Office applications, specifically Word and Excel.
• Ability to prepare routine reports and correspondence.
• Ability to communicate effectively with both internal and external contacts.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Ability to develop application software skills provided by internal training.

Responsibilities

• 45% Proactively ensure plans are administered in compliance with plan provisions and current pension laws and regulations. Discuss the compliance testing process/results and all required government filings. Ensure that all services are delivered within documented service standards through timely communication with clients, plan sponsors, advisors, internal teams and day to day contacts.
• 30% Daily report monitoring and management, document pertinent client communication and provide internal and external project management support.
• 20% Effectively communicate with all technical and support teams to ensure that recordkeeping items are maintained for all assigned plans, including coordination of all plan amendments.
• 5% Other duties as assigned.

Skills

Excel

Word

Report Writing

Communication

Regulatory Research

Training

Education

Associate degree & 2 years experience

Tools

Internal Research Tools

Job description

NBT Bank is seeking a recordkeeping professional to deliver client service and assist with administration of a book of business, aimed at promoting revenue growth and client satisfaction.

The role requires an associate degree with two years of experience (ASPPA or similar designations preferred) and strong Microsoft Word/Excel skills, report generation, and effective communication with clients and internal teams. Full-time, on-site position based in North Carolina.