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Trust Administrator

Loren D. Stark Company (LDSCO)

in Telecommute / Houston TX

Job Description

• Assist with training of accountant team on different types of retirement plans,
• Manage assigned trust accounting for retirement plans,
• Liaison between Out Sourcing (OS) team and the client/Broker/CPAs/other representatives of the retirement plan,
• Manage production between company’s compliance consultants and Out Sourcing (OS),
• Provide assistance and guidance to trust accountant team on retirement plan issues,
• Track monthly production goals,
• Respond to or assign internal and external inquiries to accountant team,
• Respond to client questions in a professional, accurate and timely manner,
• Manage the year end Form 5500’s AAAP (As Accurate As Possible) project,
• Work with Client Relations team and the compliance consultants to ensure completion of retirement plans that are complicated or assist with non-responsive clients,
• Attend virtual client meetings to help with communications, client satisfaction and overall quality of services,   
• Attend management and department meetings,
• Manage year-end accounting for leveraged and non-leveraged Employee Stock Ownership Plans (ESOP),
• Manage accounting for takeover retirement plans,
• Calculate lost earnings on missed opportunity/payrolls,
• Assist in completing Form 5330’s on Prohibited Transactions and on lost earnings,
• Respond to third party auditor’s inquiries on large filers,
• Manage various depositories tested on an annual basis for ASC upload ability; in order for retirement plans so that retirement plans can be worked more efficiently,
• Make notification to trust accountant team and compliance consultants about any procedural changes or updates with depositories,
• Make notification to trust accountant team about any changes to government regulations,
• Provide assistance to compliance consultants with balancing retirement plans,
• Assist compliance consultants in completing the Form 5500 on large cash basis plans (Schedule H, A, C, D and 4i attachments, etc.),
• Assist the data collections team with acquiring information,
• Help identify gaps and recommend training within the trust accountant team,
• Communicate retirement plan issue inter-departmentally,
• Act as a back-up for other team members,
• Minimal travel required,
• Additional duties may be assigned

Qualifications

• Bachelor's degree in Accounting or Business Administration or equivalent combination of education, training and work experience,
• Minimum of 7 years professional, retirement/pension industry or financial services industry experience,
• High level of proficiency in Microsoft Excel and working knowledge of Microsoft Office,
• Strong organizational and communication skills,
• Ability to multi-task,
• ASC Retirement Plan Software experience is preferred,
• Knowledge of the Employee Retirement Income Security Act of 1974 (ERISA) and related regulations,
• Strong attention to detail and the ability to prioritize, manage tasks and meet deadlines in connection with business operations,
• The ability to clearly and concisely articulate retirement terminology to clients,
• Team oriented attitude a willingness to help others achieve,

Working conditions

This position is remote, meaning that candidate is someone who is employed by the company, but works outside of a traditional office environment.  Most candidates work from home.  Candidate will work standard office hours, which are 8:00 a.m. to 5:00 p.m. Monday to Thursday and 8:00 a.m. to 2:00 p.m. on Fridays with a few minor variations due to business needs and projects.

Physical requirements

The physical demands of the job include sitting for long periods of time, typing, visually reviewing data on a computer screen/monitor. 

LDSCO offers a challenging and rewarding work environment supported by a total compensation program that includes:

• Competitive Base Salary,
• Full Benefits Package (Medical, Dental, Vision, Life, and Cafeteria Plans),
• Paid Leave (Vacation, Personal Day, Holidays and Fun Days),
• Retirement Plan 401K and Safe Harbor Contribution,
• Personal and Professional Development,
• Rewards and Recognition Program,
• Entrepreneurial Culture,
• Strong Team Environment with Social and Team Building Activities.

LDSCO is an Equal Opportunity Employer

How to Apply

Candidates are welcomed to forward resumes to JeanV@LDSCO.com

Apply Now

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