Retirement Plan Solutions Advisor

NBT Bank; Town of Texas (WI); On-site; USD 71,000 - 95,000; Full time

Benefits offered by this job

401(k) match

Medical coverage

Parental leave

Wellbeing programs

Job summary

NBT Bank in Wisconsin is seeking a Pension Plan Administrator to deliver client service for recordkeeping, administration and servicing of an assigned book of business, driving revenue growth, productivity and exceptional client satisfaction.

The ideal candidate holds an associate degree with two years' experience (or equivalent) and may have industry designations such as ASPPA, NIPA or CEBS; proficiency in Word and Excel is required, and the role emphasizes accurate reports, regulatory research

Qualifications

• Associate degree and 2 years' experience, or equivalent combination.
• ASPPA or other industry designations (e.g., NIPA or CEBS) preferred.
• Strong proficiency with Word and Excel and MS Office suite.

Responsibilities

• Administer client plans in compliance with plan provisions and pension laws.
• Monitor daily reports and support project management and client communications.
• Coordinate plan amendments with technical and support teams.
• Communicate with clients, sponsors, and advisors to ensure service standards.

Skills

Problem solving

Report writing

Communication

Regulatory research

Data analysis

Software training

Education

Associate degree

Tools

Microsoft Word

Microsoft Excel

Job description

NBT Bank in Wisconsin is seeking a Pension Plan Administrator to deliver client service for recordkeeping, administration and servicing of an assigned book of business, driving revenue growth, productivity and exceptional client satisfaction.

The ideal candidate holds an associate degree with two years' experience (or equivalent) and may have industry designations such as ASPPA, NIPA or CEBS; proficiency in Word and Excel is required, and the role emphasizes accurate reports, regulatory research