Retirement Plan Services Assistant

Job Summary: Responsible for providing all aspects of administrative support to the retirement account administration within the wealth management department.

Education/Experience: A minimum of the following education/experience is required:

• High School Diploma/GED and 2 years' experience in administration; OR
• Associate degree and 0 years' experience in administration or banking

Job Specific Responsibilities:

• Responsible for all aspects of file establishment, maintenance, and closure of account files.
• Submits IRS forms and other DOL and ERISA requirements.
• Administers requests for distributions, loans, payoffs and account updates.
• Maintains tracking spreadsheets for various projects including but not limited to Annual Notices, Annual Compliance, Distributions, etc.
• Assists with preparation, distribution and tracking of required notices.
• Notifies and tracks eligibility with Plan Sponsors.
• Tracks enrollment meetings, ordering and preparing enrollment materials and kits.
• Creates and/or update documents, memos, letters, reports, forms, marketing materials, and customer presentations.
• Assists 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.
• Completes market value reporting.
• Reviews and tracks force outs.
• Maintains and tracks all uncashed checks.
• Processes fee invoicing and invoice payment processing.
• Other duties as assigned.

Required Technical Knowledge:

• 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.

Expectations of an Employee:

• Treats all customers and fellow employees with respect
• Exceeds customer expectations
• Meets customer needs
• Conducts interactions with honest, ethical, and strong moral principles
• Performs at the highest level
• Takes responsibility for actions
• Does what is expected
• Leads by example
• Works as a team
• Efficiently shares information in a collaborating and proactive manner
• Pays attention to detail
• Solves problems
• Makes sound decisions
• Manages time effectively
• Prioritizes effectively
• Performs multiple tasks simultaneously
• Shows up for work and is on time
• Complies with all laws and regulations
• Completes all required training
• Adheres to Bank Values

Supervisory Responsibilities: None

Amount of Travel: Occasionally, less than 10%

Physical Requirements:

• May need to sit/stand for long periods of time
• Sustained visual concentration while working at the computer
• Typing on a keyboard for long periods of time
• Handle high stress environment
• Maintain professional appearance

Benefits Include:

• 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

It is the policy of FirstBank Southwest to provide equal opportunity employment (EOE) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law. In addition, FirstBank Southwest will provide reasonable accommodations for qualified individuals with disabilities. FirstBank Southwest is an affirmative action employer.