Retirement Plan Consultant – TPA/DPS

Job not on LinkedIn

🔥 0 minutes ago

🐊 Florida, Illinois, +11 more states – Remote

🐊 Florida – Remote 🌽 Illinois – Remote 🦞 Maine – Remote 🗻 New Hampshire – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote 🤠 Texas – Remote 🧀 Wisconsin – Remote

💵 $71.2k - $94.9k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💼 Consultant

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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NBT Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1856

🛡️ Insurance

💼 Consulting

🏥 Healthcare

Insurance • Consulting • Healthcare

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.

📋 Description

• Deliver client service for recordkeeping, administration, and servicing of an assigned book of business • Promote revenue growth, productivity, and exceptional client satisfaction • Ensure plans are administered in compliance with plan provisions and current pension laws and regulations • Discuss compliance testing processes and results and required government filings • Ensure services meet documented service standards through timely communication with clients, plan sponsors, advisors, internal teams, and day-to-day contacts • Monitor and manage daily reports • Document pertinent client communication • Provide internal and external project management support • Communicate with technical and support teams to maintain recordkeeping items for assigned plans • Coordinate plan amendments • Perform 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 • Knowledge of advanced Microsoft Office applications, specifically Word and Excel • Ability to prepare routine reports and correspondence • Ability to communicate effectively with internal and external contacts • Ability to use research tools to obtain and apply knowledge of current regulations • Ability to prepare spreadsheets, reconcile numbers, and analyze financial data • Ability to interpret written, oral, diagram, or schedule-based instructions • Ability to develop application software skills through internal training • Must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable

🏖️ Benefits

• At least 22 days of paid time off annually, prorated in the year of hire • Six weeks of paid parental leave at 100% of salary • Comprehensive medical coverage with employer HSA contributions for High Deductible Health Plan participants • Dental and vision coverage • Flexible spending accounts for healthcare and dependent care expenses • Employer-paid short-term and long-term disability coverage, with optional additional long-term coverage • Employer-paid basic life insurance, with optional supplemental coverage • Voluntary hospital, accident, and critical illness coverage • 401(k) plan with employer matching • Optional Roth 401(k) • Pension plan • Adoption assistance • Tuition reimbursement • Employee Assistance Program (EAP) • Pet insurance • Financial and banking services benefits and financial planning assistance • Wellness initiatives • Flexible work arrangements • Development programs and career development tools • Performance-based incentives • Paid sick and safe leave for all part-time employees • Benefits for part-time employees working 20+ hours/week, including medical, dental, vision, voluntary benefits, and parental leave