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Retirement Services Administrator

Old Point National Bank

in Newport News VA

Position Summary: Under general supervision, responsible for administering a pre-determined number of qualified retirement plan accounts.  Other supervised responsibilities include but are not limited to, on-boarding of new retirement plans on all internal platforms, all facets of daily retirement plan operations, and platform web operations activities.  Work requires a high level of knowledge and understanding of methods, systems, policies and procedures, laws and regulations applicable to retirement services administration.  Work will also require a high level understanding of account principles and concepts, along with a strong attention to detail and excellent organizational skills.

Essential Functions:

  • Administers all assigned retirement accounts in accordance with the terms specified in the account, trust or plan document.  Types of accounts may include but are not limited to all types of defined contribution plans.
  • Researches and responds to internal and external customer inquiries and requests.  Coordinates and manages the processing and dissemination of required disclosures and mailings for all retirement accounts.
  • Performs and coordinates onboarding and conversion of new retirement accounts, including scheduled account transactions and activity reports, and scheduling and coordination of retirement plan sponsor and enrollment meetings.
  • Performs daily operations on platform and manages platform website data
  • Perform all work in compliance with applicable regulations/policy and procedures.    

Position Requirements:

  • Experience with Relius / FIS administration software and FTWilliams 5500 software a plus
  • Bachelor’s degree in business, finance or accounting, or equivalent work and educational experience; QKA, QPA or related professional designation preferred
  • Minimum of 5 years of retirement plan administration experience preferred
  • Intermediate knowledge of MS Word, Excel and Outlook with the ability to learn other job specific applications
  • Good reasoning and problem-solving skills
  • Intermediate knowledge of general accounting principles
  • Excellent organizational skills; detail oriented
  • Excellent verbal and written communication skills
  • Excellent interpersonal skills

This position description in no way states or implies that these are the only duties to be performed by this employee.  He or she will be required to follow any other instructions and to perform any other duties requested by his or her supervisor.

How to Apply

Apply online at our website. www.oldpoint.com


This ad has been viewed 725 times. It expires on 12/16/2017.

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