Strategic Retirement Plan Advisor

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

Benefits offered by this job

Paid time off

Parental leave

Medical coverage

Retirement plan with match

Tuition reimbursement

Employee assistance program

Job summary

NBT Bank in Massachusetts is seeking a pension records administrator to deliver exceptional service for an assigned book of business. You will support recordkeeping, administration, and servicing to promote revenue growth and client satisfaction.

Qualified candidates have an associate degree with 2+ years of related experience; industry designations are preferred. Strong Excel skills and regulatory knowledge are important for success in this role.

Qualifications

• Associate degree plus two years of related experience or equivalent.
• ASPPA or other designations preferred.

Responsibilities

• Ensure plans comply with plan provisions and pension laws.
• Monitor daily reports and manage projects; document client communications.
• Coordinate with technical and support teams to maintain recordkeeping items and plan amendments.
• Perform other duties as assigned.

Skills

Office software

Problem solving

Reporting

Communication

Financial data analysis

Regulatory research

Education

Associate degree

Job description

NBT Bank in Massachusetts is seeking a pension records administrator to deliver exceptional service for an assigned book of business. You will support recordkeeping, administration, and servicing to promote revenue growth and client satisfaction.

Qualified candidates have an associate degree with 2+ years of related experience; industry designations are preferred. Strong Excel skills and regulatory knowledge are important for success in this role.