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Trust Administrator

Loren D. Stark Company (LDSCO)

in Telecommute / Houston TX

Logo for Loren D. Stark Company (LDSCO)

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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