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Client and New Business Implementation Specialist

The Trust Company of Tennessee

in Knoxville TN / Maryville 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:         Plan Services Representative  ("Client and New Business Implementation Specialist")

Reports To:     Chief Operating Officer

Approved By: Chief Operating Officer                               

Classification: Full Time – Exempt

Candidates with the desired skills and experience may be eligible for full-remote opportunities.

Core Purpose

The Plan Services Representative serves as the primary operations contact for retirement plan sponsors by resolving day-to-day issues and performing administrative tasks that serve the goals of TTC and our clients. This position will also be responsible for coordinating the onboarding of new clients and managing plan terminations, as well as notifying clients of initial and ongoing training.

Responsibilities

  • Shows a commitment to The Trust Company’s Mission and Core Values.
  • Serves as the point person for all HR/Payroll/Support staff of our clients.
  • Educates Plan Sponsors on the provisions and operation of their retirement plan.
  • Provides training to Plan Sponsors related to website functionality.
  • Proactively finds solutions for our clients and internal staff.
  • Point person who assists clients with the electronic signing of 5500s.
  • Coordinates all initial and ongoing client training, whether it is technical or related to data transfer.
  • Resolves client questions and concerns in a professional manner.
  • Tracks ERISA bond information for our clients.
  • Manages the onboarding conversion process.
  • Delivers all required annual notices.
  • Maintains, tracks, and resolves late contribution process to include client contact and late interest calculations.
  • Contributes to overall department and corporate goals and interacts in a cooperative and positive manner.

Qualifications

  • College degree preferred
  • Three to five years’ experience with retirement plans
  • Ability to understand plan documents and compliance testing reports a plus
  • Excellent attention to detail, problem-solving and analytical abilities
  • Solid interpersonal skills and strong verbal and written communication skills
  • Must be a “Thinker Doer” and a high-energy, self-starter
  • Ability to understand and work with various payroll systems and file types
  • Ability to organize and prioritize own work to meet deadlines
  • Ability to coordinate between multiple schedules and work across different functional teams
  • Ability to work independently and within a team setting

How to Apply

Apply Now


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