NBT Bank · 3 weeks ago
Retirement Plan Support Specialist-TPA/DPS
Maine, United States
Full-time
Hybrid
Entry Level
$19.45/hr - $25.93/hr
1+ years expNBT Bank is a stable financial institution that empowers people to grow and thrive through meaningful work. They are seeking a Retirement Plan Support Specialist to provide daily support to retirement plan clients and technical consultants, ensuring the administration of retirement plans and trust accounts.
BankingFinancial Services
No H1B
Responsibilities
Prepare Trust Accountings, Reconcile Financial Data, and Import Data
Publish Form 5500 for client signature, and 8955-SSA. Complete of Form 1099R and 5558. Assist Retirement Plan Compliance Consultant in preparation of Form 5330 for client signature
Coordination of annual compliance needs to include: generate & import Employee Census Files, prepare and review output to ensure information provided meets the need of each individual retirement plan
Administrative Processing Distributions, Hardships, Loans etc
Qualification
Required
Associate degree and one (1) year related experience or an equivalent combination of education and experience
Ability to read and interpret documents such as procedure manuals and technical procedures
Ability to write routine reports and correspondence
Ability to communicate effectively with both internal and external contacts
Ability to prepare excel spreadsheets, reconcile numbers, and analyze financial data
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Must have knowledge of advanced Microsoft Office applications, especially Word, Excel, Access and the ability to develop application software skills provided by internal training, within a reasonable time as determined by the Manager
Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time
Benefits
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Paid Sick and Safe Leave: For your health and safety.
Company
NBT Bank
NBT Bank, N.A. is a financial institution
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Scott Kingsley
EVP & CFO
Amy Hurta
SVP, Director of Operations and Chief Diversity & Inclusion Officer
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