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Retirement Recordkeeping Operations Manager

The Trust Company of Tennessee

in Telecommute / Knoxville TN

Logo for The Trust Company of Tennessee


Why We Exist

At the Trust Company of Tennessee, we believe everyone can live confidently and reach their financial goals. Would you like to be part of a team that works with individuals, businesses, and foundations to identify what success looks like and formulate a plan to get there? Come join our team of Wealth Management, Trust, Estate Administration, and Corporate Retirement Plan professionals who proudly help clients achieve their dreams.


Job Title:  RPS Recordkeeping Operations Manager
Reports To:  Chief Operating Officer
Approved By:  Chief Operating Officer
Classification:  Full Time – Exempt

Core Purpose

The RPS Recordkeeping Operations Manager is responsible for overseeing the RPS Operations team and daily plan administration. This position is responsible for implementing new processes to improve operations.

Responsibilities

  • Shows a commitment to The Trust Company’s Mission and Core Values.
  • Supervises the RPS Operations Specialist team and acts as the point of contact for all inquiries and troubleshooting.
  • Creates, maintains, and communicates department’s procedures and trainings – including changes to policies or procedures.
  • Consistently provides a high level of customer service in terms of response rate and problem resolution within the company.
  • Produces and maintains annual participant fee disclosures.
  • Manages, maintains, and utilizes recordkeeping system – including updating plan amendments, working closely with system vendor on enhancements/issues, performing QDRO calculations, and generating 5498s on an annual basis.
  • Reviews fund company emails daily and acts when necessary.
  • Fulfills custom report requests using Crystal.
  • Works closely with other departments to improve workflows, processes, and efficiencies.
  • Maintains forms and reports on the online systems.
  • Responsible for upkeep of Plan Sponsor Web and Participant Web.
  • Maintains participant data records – including new plan setup, plan conversions and de-conversions, plan terminations, fund changes, and model realignment and/or allocation changes.
  • Reviews and makes corrections to Forms 1099Rs.
  • Creates and maintains STP jobs.
  • Maintains task scheduler for automation between the network and ASP.
  • Other projects as assigned.

Qualifications

  • Bachelor’s Degree in Math or Business field
  • Five years of experience in retirement plan administration
  • Experience with Relius Administration a plus
  • Experience with Crystal report writing a plus
  • Must be extremely detail oriented and able work at a fast pace with multiple projects at once
  • Advanced working knowledge and understanding of retirement plan services.
  • Outstanding customer-service skills

How to Apply

Apply Now


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