Retirement Plan Consultant

3 days ago

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

💵 $69.8k - $93k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💼 Consultant

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NBT Bank

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Banking • Finance • Fintech

NBT Bank is a financial institution offering a wide range of banking services for personal, business, and wealth management needs. They provide products such as checking and savings accounts, home loans, personal loans, and credit cards. The bank also offers digital banking solutions, fraud prevention resources, and investment and insurance services. NBT Bank is FDIC-insured, ensuring customer deposits are backed by the U. S. government. It has a robust presence with multiple office locations, and it is involved in community activities and diverse initiatives. Additionally, NBT Bank offers specialized services like NBT Wealth Connection, NBT Retirement Plan Services, and government banking.

1001 - 5000 employees

Founded 1856

🏦 Banking

💸 Finance

💳 Fintech

📋 Description

• Deliver client service for recordkeeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of client satisfaction. • Proactively ensure plans are administered in compliance with plan provisions and current pension laws and regulations. • Discuss the compliance testing process/results and all required government filings. • Ensure that all services are delivered within documented service standards through timely communication with clients, plan sponsors, advisors, internal teams and day to day contacts. • Daily report monitoring and management, document pertinent client communication and provide internal and external project management support. • Effectively communicate with all technical and support teams to ensure that recordkeeping items are maintained for all assigned plans, including coordination of all plan amendments. • Other duties as assigned.

🎯 Requirements

• Associate degree and two (2) years' experience, or equivalent combination of education and experience. • ASPPA or other industry designations (such as NIPA or CEBS) preferred. • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. • Must have knowledge of advanced Microsoft Office applications, specifically Word and Excel. • Ability to prepare routine reports and correspondence. • Ability to communicate effectively with both internal and external contacts. • Ability to competently use research tools to obtain knowledge of and apply current regulations. • Ability to prepare spreadsheets, reconcile numbers and analyze financial data. • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. • Ability to develop application software skills provided by internal training.

🏖️ Benefits

• Generous Paid Time Off : At least 22 days annually, prorated in the year of hire. • Parental Leave : Six weeks of paid leave at 100% of your salary. • Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. • Dental and Vision Coverage : Ensuring your overall health and well-being. • Flexible Spending Accounts : For healthcare and dependent care expenses. • Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage. • Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage. • Voluntary Benefits : Including hospital, accident, and critical illness coverage. • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. • Adoption Assistance : Supporting your growing family. • Tuition Reimbursement : Invest in your education and career growth. • Employee Assistance Program (EAP) : Access to support and resources. • Financial and Banking Services : Various benefits and financial planning assistance.