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Fiduciary Service Administrator

Definiti

in Remote / The Woodlands TX / FL / PA / WA

Logo for Definiti

Definiti has become a national leader in retirement services through the acquisition and integration of successful regional retirement services providers. Our specialists serve organizations of all types with best-in-class retirement plan expertise, actuarial consulting, and pension outsourcing. 

Purpose of position

The Fiduciary Services Administrator is responsible for the day to day needs of the 3(16) and Governance Retirement Plans.

Primary Duties and Responsibilities

  • Accurate Plan Document interpretation and application 
  • Late deposit tracking/follow up with clients 
  • Return Mail Tracking and communication with clients  
  • Assist with Semi-Annual JH Fund Swap communication
  • Working knowledge of custodian’s websites and requirements 
  • Support Sr Fiduciary Administrator on projects and other duties assigned by management as needed 

Competencies Required

  • Excellent communication and organization skills.
  • Prompt follow-up on open items with vendors, clients, or internal team members
  • Ability to maintain data entry accuracy while multitasking and focusing to meet deadlines
  • Conveys a professional and positive attitude while interacting with vendors, clients, and internal team members
  • Proficient with Microsoft Office (Excel, Word, Outlook) and ability to learn different software platforms and applicationsAssociate degree preferred 

Education and Qualifications

  •  Associate Degree preferred.
  • 3+ years of prior work experience related to retirement industry preferred

Travel

  • N/A

How to Apply

Apply Now


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