Senior Retirement Plan Specialist - Remote

C&N Job Board; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Paid Time Off

401(k) with match/ESOP

Health, dental, vision

Health Savings Account (HSA)

Employer-paid life and disability

Career Development

Job summary

C&N Bank is seeking a Senior Retirement Plan Administrator to oversee retirement plan administration, compliance, and client service within our Wealth Management team. This role emphasizes strong relationship management with plan sponsors and participants.

You will oversee plan administration, compliance testing, and potential expansions of Retirement Services while delivering exceptional service from a remote-friendly, nationally scoped position.

Qualifications

• Bachelor's degree and 4–6 years related experience or equivalent.
• Securities Registration and Qualified 401(k) ASPPA Administrator recommended.
• Experience in retirement plan administration and regulatory compliance.
• Strong client service and relationship management skills.
• Excellent communication, analytical, and organizational abilities.

Responsibilities

• Manage client relationships and serve as primary contact for retirement plans.
• Administer qualified retirement plans, review plan design and documents, oversee testing.
• Ensure regulatory compliance and assist with Form 5500 and disclosures.
• Identify opportunities to grow Retirement Services and related Wealth Management relationships.
• Coordinate enrollment meetings and educate participants to maximize plan value.

Skills

CRM

Regulatory Compliance

Business Development

Strong Communication

Critical Thinking

Problem Solving

Attention to Detail

Analytical Skills

Time Management

Education

Bachelor's degree

Job description

C&N Bank is seeking a Senior Retirement Plan Administrator to oversee retirement plan administration, compliance, and client service within our Wealth Management team. This role emphasizes strong relationship management with plan sponsors and participants.

You will oversee plan administration, compliance testing, and potential expansions of Retirement Services while delivering exceptional service from a remote-friendly, nationally scoped position.