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Retirement Plan Specialist

InvesTrust

in Oklahoma City OK

InvesTrust

Full-time Retirement Plan Recordkeeping Position.

Overview
Process retirement plan daily checklist which includes but is not limited to: 

  • Update mutual fund pricing, upload/download files, reconciliation between trading platform, trust system and Relius recordkeeping system.
  • Handle transactions including but not limited to contributions, loans, loan payments, distributions, transfers and dividends.
  • Process month-end and quarter-end checklists.
  • Assist with tax form balancing and mailing, year-end plan updating and required regulation testing, and government filing entry according to IRS and plan guidelines. 
  • Assist with special projects as needed.

SKILL REQUIREMENTS

  • Working knowledge of retirement plans
  • Knowledge of Microsoft Office, Outlook, Excel and Word
  • Knowledge of Relius Retirement Platform
  • Efficient and accurate keyboard skills
  • Excellent communications skills
  • Good math and analytical skills
  • Business writing experience
  • Strong interpersonal skills
  • Team player
  • Professional appearance and attitude

EXPERIENCE:

  • Minimum of 3 years business or customer service (5 years preferred)

EDUCATION:

  • High school diploma or equivalent required

BENEFITS include:

  • Medical, dental, and vision insurance
  • Healthcare spending accounts
  • Retirement benefits
  • Education assistance
  • Paid time off

How to Apply

Submit resume to wwilkerson@investrust.com


This ad has been viewed 405 times. It expires on 8/4/2019.

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