Retirement Plan Solutions Advisor

NBT Bank; New York (NY); On-site; USD 71,000 - 95,000; Full time

Benefits offered by this job

Generous paid time off

Parental leave

Comprehensive medical coverage

Dental and vision coverage

401(k) with employer matching

Tuition reimbursement

Job summary

NBT Bank is seeking a records and pension services professional to manage an assigned book of business, ensuring compliance with plan provisions and pension laws. You will prepare routine reports, communicate with clients and sponsors, and support day-to-day project management.

The role emphasizes strong Microsoft Office skills, data analysis, and ability to work with internal teams to deliver high-quality service.

Qualifications

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

Responsibilities

• Proactively ensure plans are administered in compliance with plan provisions and pension laws.
• Daily report monitoring and management with documentation of client communications.
• Coordinate with technical and support teams to maintain recordkeeping items for all plans.

Skills

Advanced Excel

Word

Analytical thinking

Effective communication

Regulatory research

Education

Associate degree

Tools

ASPPA CEBS

Job description

NBT Bank is seeking a records and pension services professional to manage an assigned book of business, ensuring compliance with plan provisions and pension laws. You will prepare routine reports, communicate with clients and sponsors, and support day-to-day project management.

The role emphasizes strong Microsoft Office skills, data analysis, and ability to work with internal teams to deliver high-quality service.