Perform duties to implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions.
Responsible for developing and maintaining full understanding of day to day workflow processes required for client plans assigned.
Facilitate daily transactional activity with the Trustee and trading desk.
Serve as initial escalation point for participant call center inquiries, ensuring accuracy of plan recordkeeping and data.
Requirements
Bachelor’s degree in a business related field or industry experience, or a combination of education and industry experience.
2+ years’ experience working in a related position in the retirement services sector.
Strong MS Office skills to include Excel, Word, PowerPoint, and Adobe.
Ability to work under pressure in a very fast paced environment and demonstrated track record of consistently meeting and/or exceeding performance expectations.