FirstBank Southwest · 19 hours ago
Enrollment and Service Specialist
Downtown- 27th Floor - Amarillo, TX 79101
Full-time
Onsite
Mid Level
3+ years expFirstBank Southwest is a financial institution focused on providing exceptional service, and they are seeking an Enrollment and Service Specialist. This role is responsible for providing comprehensive administrative support to the Retirement Plan Officer within the Wealth Management department, including managing participant enrollment and related services.
BankingCommunitiesFinancial ServicesVenture Capital
Responsibilities
Administers all aspects of participant enrollment to respective retirement plans, including notifying and tracking eligibility with Plan Sponsors, ordering and preparing enrollment materials and kits
Administers enrollment meetings, reviews and verifies enrollment forms and beneficiary forms are complete
Submits all enrollment, beneficiary and change forms to correct Recordkeeper within 2 days of receipt of the documentation
Tracks and sends updated beneficiary forms to Plan Sponsor and Recordkeeper for processing
Completes, verifies and processes rollover requests from participants to Recordkeeper
Assists and administers (with) participants with questions related to retirement plan benefits, including enrollment, distributions, loans, payoffs, and account updates
Completes market value reporting monthly
Assists with preparation, distribution and tracking of all required Plan Notices, including but not limited to Annual Notices
Creates and/or update documents, memos, letters, reports, forms, marketing materials, and customer presentations
Assists Retirement Plan Officer with account opening paperwork for retirement plan services accounts and open resulting accounts
Files paperwork and/or establish and maintain system to process and file paperwork in appropriate RPS file(s)
Prepares deposits and check requests
Maintains tracking spreadsheets for various projects including but not limited to Annual Notices, Annual Compliance, Distributions, etc
Reviews and tracks force outs
Maintains and tracks all uncashed checks
Processes fee invoicing and invoice payment processing
Establishes all aspects of files including maintenance and closure of account files
Other duties as assigned
Qualification
Required
High School Diploma/GED and 3 years' experience in administration; OR
Associate degree and 0 years' experience in administration or banking
High proficiency in computer skills in Microsoft Windows including Word, Outlook, Excel, PowerPoint, Adobe, and other electronic communications tools
Excellent internet, intranet, and e-mail skills required
Benefits
Medical, Rx, Dental, and Vision insurance
HSA, FSA, and Limited FSA
Employer paid and voluntary Life Insurance/AD&D
Short-Term Disability
Long-Term Disability
Accident/Hospital Indemnity/Critical Illness voluntary plans
Identify Theft Protection
401k with employer match
Vacation, Sick Leave, and Holiday pay
Tuition Reimbursement
Gym membership discounts
Annual payrate increases
Incentive based bonuses
Company
FirstBank Southwest
FirstBank Southwest is a community bank operational in Texas.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Andy Marshall
President and CEO
Jerry Williams
CFO
Company data provided by crunchbase