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Retirement Plan Services Administrator

Hancock Whitney Bank

in Gulfport MS

JOB FUNCTION / SUMMARY:

Provides administrative services and support to clients within Trust Retirement Plan Services.

DUTIES & RESPONSIBILITIES:

Essential Duties:

  • Supports RPS RM in the design, implementation, and management of their retirement plans in accordance with the terms of the plan document.
  • Provides participant support and/or conduct participant education and enrollment meetings under the supervision of the RM or more senior Administrator.
  • Assist the RM in conducting relationship, investment, and plan reviews with clients to ensure the plan design and the fund menu are consistent with the client’s goals and needs.
  • Serves as the administrative contact for clients and third party providers in the servicing of client accounts and relationships.
  • Performs and/or monitors daily transactions required in the administration of various client relationships and accounts.

    Additional Duties:

  • Organizes and maintains files and prepares correspondence and reports as needed.
  • Reviews/studies plan documents to gain a full understanding of plan provisions.
  • Assists with annual account reviews and prepares monthly Trust Administrative Committee packages.
  • Keeps current with all laws and regulations applicable to primary Trust function (i.e.  IRS, DOL).
  • Consults with Relationship Managers regarding more complex issues.
  • Serves as a liaison between Trust Administration and other bank departments
  • May serve as backup to Trust receptionist periodically for vacation, illness, and lunch breaks.
  • Attends Trust school and continuing education/training classes
  • All other duties/special projects as assigned.
  • Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act

MINIMUM REQUIRED EDUCATION & EXPERIENCE:

  • Requires at least a high school education with a bachelor’s degree in Business, Finance, or Accounting Strongly preferred.
  • Requires at least 4 years of experience in Employee Benefits administration.
  • An equivalent combination of education and related experience or training may be considered.
  • Basic knowledge of Trust Administration and operations.
  • Experienced level of understanding of Employee Benefits laws and administrative procedures. 

CORE COMPETENCIES

The company has identified a set of core competencies that are vital to our business achieving a competitive advantage and delivering a unique value to our customers.  These competencies are the capabilities each and every associate must exhibit through commitment and demonstration to fulfill this competitive advantage.

Each associate must be committed to:

  • Business Ethics: carrying out the business as per self-acknowledged moral standards
  • Organizational Support: supporting the company’s goals and objectives
  • Quality & Quantity: accuracy and completeness while striving for increased production
  • Safety & Security: adheres to the banks policies and procedures and reports abuse

Each associate must demonstrate:

  • Adaptability: embracing change as the work place changes; managing competing demands and unexpected events; enthusiastically accepting challenges.
  • Dependability: takes a conscientious and reliable approach toward work
  • Initiative: proactively initiates positive change, ready to take independent action, make decisions and prepares in advance
  • Professionalism: approaches work and fellow associates with a behavior, attitude and image that portrays respect, trust, courtesy, empathy and integrity.
  • Diversity: treat all people with respect and honor along with sensitivity to cultural differences.

POSITION SPECIFIC COMPETENCIES

The following competencies are position specific.  Select from the following:

  • Cognitive Competencies: Verbal Comprehension, Business Math, Organizational & Planning.
  • Motivation Competencies: Commitment to Excellence, Self Evaluation & Development, Competitiveness & Ambition.
  • Interpersonal Competencies: Listening, Communication Skills - Oral & Written, Interpersonal Skills, Customer Focus,  Collaborative.
  • Sales Competencies: Knowledge.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

  • Ability to work under stress and meet deadlines
  • Ability to operate a keyboard if required to perform the essential job functions
  • Ability to read and interpret a document if required to perform the essential job functions
  • Ability to travel if required to perform the essential job functions
  • Ability to lift/move/carry approximately 25  pounds if required to perform the essential job functions.  If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

     DISCLAIMER

    This job description is only valid as of the date it was revised.  Please contact the HR Compensation Department to obtain the latest version. Information contained herein should be treated as confidential to Hancock Holding Company.

    NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THE JOB AT ANY TIME

How to Apply

Apply online:

https://www.hancockwhitney.com/company-careers


This ad has been viewed 605 times. It expires on 8/11/2019.

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