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Participant Directed Retirement Plan Specialist

T Bank, NA, a Tectonic Financial Company

in Remote / Dallas TX

Logo for T Bank, NA, a Tectonic Financial Company

We are a national bank and trust that is part of a Texas-based financial services group seeking a team member for our growing Participant Directed Plan Division. 

Our group has experienced sustained, stable growth and offers competitive compensation and benefits, as well as a suppotive and collaborative environment evidenced by the long tenure of many of our employees. 

We are open to someone seeking either remote or in-person employment. (Dallas, TX area)

Responsibilities

  • Assist with all aspects of retirement plan recordkeeping in a daily valuation environment, including trading and reconciliation.  
  • Getting new plans properly set up, onboarding and enrolling sponsors and participants into our retirement plan platform in Relius and establishing and nurturing the right client experience through direct client interactions.   
  • Answering a wide variety of client questions related to retirement plan administration and addressing recordkeeping and participant inquiries on a daily basis.
  • Coordinate with the client and advisor to review all implementation and onboarding documents are in order to facilitate the installation of the plan.
  • Collaborate with team members to continuously improve implementation processes to facilitate efficient recordkeeping and participant servicing.

Skills

  • Strong interpersonal communication skills and ability to build solid working relationships in a remote environment with a positive and energetic team
  • Proficiency in Microsoft Word, Outlook, and Excel
  • Knowledge of ERISA regulations and qualified plan documents provisions
  • Detail oriented, with strong problem solving and analytical skills required
  • Self-motivated with a practical mindset and able to prioritize, provide effective solutions and meet deadlines in a fast-paced environment
  • Genuine desire and commitment to serving clients and their employees to ensure common goal of providing exceptional customer service.

Education/Experience

  • College degree in Math or Accounting or equivalent experience.
  • Experience with daily recordkeeping required.
  • 3-5 years of experience in Relius Administration System desired.

How to Apply

To apply, please email your resume to recruiting@tectonicfinancial.com, and please include Participant Directed Retirement Plan in the subject line.


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