Retirement Plan Consultant - Flexible Hours & Growth

NBT Bank; Indiana (PA); On-site; USD 71,000 - 95,000; Full time

Benefits offered by this job

Generous Paid Time Off

Parental Leave

Medical Coverage

Dental and Vision Coverage

Job summary

NBT Bank is seeking a dedicated professional to deliver client service for recordkeeping and administration of a book of business. The role focuses on promoting revenue growth, productivity, and exceptional client satisfaction.

You will work to ensure compliance with pension laws and provide accurate reporting and coordination across teams. Ideal candidates have an associate degree with two years of experience (ASPPA or CEBS preferred) and strong Microsoft Word/Excel skills.

Qualifications

• Associate degree and two years of experience or equivalent.
• ASPPA or other industry designations preferred.

Responsibilities

• Proactively ensure plans are administered in compliance with plan provisions and pension laws.
• Monitor daily reports and provide project management support.
• Coordinate with technical and support teams to maintain recordkeeping items and plan amendments.
• Perform other duties as assigned.

Skills

Microsoft Word

Microsoft Excel

Report generation

Client communication

Regulatory research

Software training

Education

Associate degree + 2 years experience

ASPPA/CEBS/NIPA designation preferred

Tools

Microsoft Office

Job description

NBT Bank is seeking a dedicated professional to deliver client service for recordkeeping and administration of a book of business. The role focuses on promoting revenue growth, productivity, and exceptional client satisfaction.

You will work to ensure compliance with pension laws and provide accurate reporting and coordination across teams. Ideal candidates have an associate degree with two years of experience (ASPPA or CEBS preferred) and strong Microsoft Word/Excel skills.