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Plan Manager - Trust (Retirement Services)

OneAmerica

in Indianapolis IN

OneAmerica

This position serves as a team member responsible for the day-to-day consultative servicing of our top tier employer sponsored retirement plan clients.

RESPONSIBILITIES

  • Coordination of all service deliverables from the corporate office
  • Ensuring that all commitments and needs are addressed timely
  • Responsiveness to all client inquiries and requests
    Hands-on problem resolution associated with operational processes (e.g. contributions, distributions, reporting, etc.)
  • Quarterly statement review and trouble-shooting;
  • Consultative communication of regulatory issues and trends for our clients’ consideration

The Plan Manager coordinates resources to consistently meet expectations for all annual plan life-cycle events; documents all significant commitments and interactions; participates in departmental projects in collaboration with supporting service teams within the organization.

ATTRIBUTES

The successful candidate will:

  • Possess a positive attitude
  • Have an independent, take-charge approach to managing their assigned book of business
  • Have proven time management skills
  • Demonstrate a level of confidence that allows him/ her to present comfortably in front of groups

REQUIREMENTS

  • Four-year degree and five years of experience is required,
    • OR… a 2-year degree and 6-8 years’ experience
    • This experience should be within the Retirement Services industry
  • Either possess or obtain Qualified Plan Administrator (QPA), Qualified 401(k) Administrator (QKA), or a Certified Employee Benefits Specialist (CEBS) designation.
  • The ability to travel, within all areas of the United States, is required for this position.

How to Apply

To apply for the PLAN MANAGER - TRUST with OneAmerica, please apply through:

https://re22.ultipro.com/ONE1003/JobBoard/JobDetails.aspx?__ID=*F7F965ED4A5327A1

Thank you!

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This ad has been viewed 1090 times. It expires on 10/29/2017.

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