The purpose of this job is to administer employee benefits trusts. This includes handling plan investments, ensuring plans are in compliance with applicable regulations, and preparation and interpretation of plan documents. Works with more complex plans with 50 – 150 employees.
Ongoing contact with customers on the phone and face-to-face to ensure satisfaction with our investment and retirement plan services. Customers include plan sponsors and plan participants.
Educate participants on investments and plan features. Employee education is in the form of large and small group meetings.
Interpret and design retirement plan documents.
Monitor investments in daily and non-daily plans.
Account retention as required by Pinnacle sales goals and new business development.
Review and approve receipts and disbursements from plans.
Monitor fees. Review trial balances for non-daily accounts – check transactions, monitor cash balances and eliminate overdrafts.
Proficient knowledge of the investment arena
Proficient knowledge of IRS rules and regulations regarding retirement plans
Proficient ERISA knowledge required
Be able to work with customers and participants that have daily valuation retirement plans, as well as those with non-daily valued retirement plans
Must have excellent verbal and written communication skills. (Must be able to communicate with high net worth customers and their employees)
Must have good management skills
Must have good organizational skills
Must be proficient in the use of 10 key and have working knowledge of Word and Excel
Position requires a very responsible, dependable, detail oriented, accurate and precise individual
Four year college education or direct related work experience
3 -5 years of work experience in the retirement plan market and/or investment arena
Series 6 or Series 7 and a Series 63 securities license preferred
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