Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Associate Consultant / Retirement Plan Analyst

Spectrum Pension Consultants, Inc.
(Remote / Tacoma WA)

Spectrum Pension Consultants, Inc. logo

Sr. Multi-Employer Benefits Administrator

First Hill Trust Company
(Remote / Seattle WA / Hybrid)

First Hill Trust Company logo

Retirement Plan Consultant / Account Manager

Spectrum Pension Consultants, Inc.
(Remote / Tacoma WA)

Spectrum Pension Consultants, Inc. logo

Employee Benefits Account Manager

U.S. Retirement & Benefits Partners
(New Braunfels TX)

U.S. Retirement & Benefits Partners logo

Implementation Specialist

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Benefits Account Manager

Fringe Benefit Group
(Austin TX / Hybrid)

Fringe Benefit Group logo

Retirement Plan Compliance Analyst

FuturePlan, by Ascensus
(Remote)

FuturePlan, by Ascensus logo

Retirement Plan Administrator

Florida Retirement Consultants
(Remote / FL)

Florida Retirement Consultants logo

DC Plan Administrator

United Benefit Pensions Inc.
(Remote / Melville NY)

United Benefit Pensions Inc. logo

Retirement Plan Administrator

Forrestall CPAs, LLC
(Buford GA / Hybrid)

Forrestall CPAs, LLC logo

Retirement Plan Administrator

Qualified Pension Services, Inc. (QPS)
(Remote)

Qualified Pension Services, Inc. (QPS) logo

New Business Consultant

Retirement Plan Consultants
(Remote)

Retirement Plan Consultants logo

QRP Retirement Plan Officer

GreatBanc Trust
(Lisle IL / Hybrid)

GreatBanc Trust logo

Client Service Manager

July Business Services
(Remote / Waco TX)

July Business Services logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon

View All Jobs


QRP Retirement Plan Officer

GreatBanc Trust

(Lisle IL / Hybrid)

Logo for GreatBanc Trust

Hybrid role after training 

Reports to: SVP

DESCRIPTION

The Trust Services Officer (TSO) partners with the Client Service Officers (CSOs) by coordinating or completing the tasks and activities that are performed on behalf of the clients and trusts assigned. Additionally, the Trust Services Officer ensures that the Trust Operations Specialists (TOS) have appropriate instruction to perform their tasks.

ESSENTIAL FUNCTIONS

  • Partner with Client Service Officers (CSO) through coordination and/or completion of trust administration activities.
    • Research and answer clients’ account-related questions daily. Escalate or seek assistance from the CSO or manager for complex service or plan-related questions.
    • Review and complete Administrative Reviews monthly.
    • Coordinate with the TOS all fund transfer and securities movement requests, asset set-up as needed and communicate with clients as appropriate.
    • Monitor and approve client transactions, cashflows, and account activity daily with the assistance of TOS, when necessary.
    • Attend industry conferences and functions to maintain industry knowledge.
    • Participate in the account opening and transaction process by completing or coordinating activities associated with new accounts.
    • Participate in the Onboarding process for new clients.
    • Along with CSO, meet in person with clients as requested.
  • Coordinate, complete and/or approve operational work.
    • Assist TOS with client account processing issues or problems. Escalate or seek assistance from CSO or manager for complex service or plan-related questions.
    • Actively participate on assigned internal Committees.
    • Review and finalize monthly fee maps and invoices sent to clients.
    • Initiate and complete assigned projects with manager guidance and review.

EDUCATION and EXPERIENCE

  • Bachelor’s degree in finance or related field.
  • Working with  ERISA Plans ( ESOP's and 401k's)
  • A minimum of 3 years’ experience in employee benefit plan management, including trust work and client communication.
  • Working toward or receiving professional designation from accredited Employee Benefits program is desired.

SKILLS & ABILITIES

  • Understanding of trust administration software applications, technology management, and management reporting and operations.
  • Understanding of trust/retirement plans products and services.
  • Effective verbal and written communication skills.
  • Ability to multi-task.
  • Proficient with Microsoft Office software, CRM preferred.
     

How to Apply

Apply Now


A Verified Employer
GreatBanc Trust has trusted BenefitsLink to help reach qualified candidates for this opening.

View All Jobs


Manage This Listing (employer only)

© 2024 BenefitsLink.com, Inc.