About this role
Role Overview
- Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies
- Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations
- Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process
- Reviews agreements and prepare internal documentation to assure proper administration
- Meets periodically with contacts, ensure timeliness of client deliverables, and field inquiries
- Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes
- Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services
- Presents annual account reviews at weekly committee meeting and actively participate in internal planning and coordination meetings
- Facilitates participant communications related to employer stock funds and distributions
- Promotes procedural prudence by complying with policies and procedures, retaining records and responding to audit inquiries
- Identifies cross-selling opportunities to support business development
Requirements
- Bachelor’s degree from an accredited university or college
- Minimum of five years of relevant professional experience
- Strong MS Office skills to include Outlook, Excel, Word and PowerPoint
- Trust system experience (e.g., SEI’s Trust3000)
- PREFERRED (BUT NOT REQUIRED)
- Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates
- PREFERRED (BUT NOT REQUIRED)
Benefits
- Health insurance
- Retirement plans
- Flexible work arrangements