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Retirement Plan Operations Recordkeeper & Processor

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 Operations Specialist

Reports To: RPS Daily Operations Manager

Approved By: RPS Daily Operations Manager

Classification: Full Time - Exempt

Core Purpose

The RPS Operations Specialist is responsible for processing transactions for our retirement plan business, including but not limited to, plan conversions, fund changes, contributions, loan repayments, new loans, and distributions.

Responsibilities

  • Shows a commitment to The Trust Company’s Mission and Core Values.
  • Processes retirement plan payroll files – including plan participant contributions, loan repayments, incoming rollover contributions, and loan payoffs.
  • Reconciles data submitted from clients to actual cash deposits.
  • Calculates payroll contributions – including match and profit sharing.
  • Resolves discrepancies related to missing data, incorrect documents, and numeric differences.
  • Processes “takeover” plans – including the conversion of plan data and investment of plan assets.
  • Processes fund changes and model realignments.
  • Works closely with internal teams, third party vendors, and employers to identify and prioritize issues that need immediate attention.
  • Assists management and departmental teams for all projects as needed.  

Qualifications

  • Bachelor’s degree in a business related field
  • 2 – 3 years of payroll and retirement plan experience
  • Prior experience with Relius Platform and Relius Administration
  • Excellent customer service skills
  • Excellent attention to detail and follow-up skills
  • Excellent data entry skills
  • Strong written and verbal communication skills
  • Strong mathematical skills
  • Strong critical-thinking, problem-solving and analytical abilities
  • Effective time management and organization skills
  • Must work well on a team and individually

How to Apply

Apply Now


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