Retirement Plan Services Client Support
Retirement Plan Services Client Support
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Job Description
Build Your Future Here:
Thinking of changing jobs or starting your career at a growing company with an awardwinning culture Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank we will work together to help you achieve your career goals just like we help thousands of clients reach their financial goals.
Peoples Bank is one of the largest 150 banks in the United States with 130 fullservice bank branches in Ohio West Virginia Kentucky Virginia Washington D.C. and also have Specialty Finance offices in Minnesota Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023 donating over $7 million to local organizations since its inception.
We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank:
- American Banker Best Banks to Work For inand 2023
- Top Workplaces USA national award inand 2024
- Newsweeks Americas Best Banks 2023 and 2024
- Newsweeks Americas Greatest Workplaces for Women 2025
- U.S. News & World Reports Best Companies to Work For in Banking and in the Midwest
At Peoples Bank we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associates life. Thats why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match employee stock purchase plan various education assistance programs such as student loan and tuition paydown/reimbursement paid vacation and holidays and much more. For full details of our benefits offerings please visit: associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives will be fundamental in your contributing to the teams success as well as the organization.
Job Purpose:
This position is responsible for overseeing the onboarding of all new retirement plans and providing ongoing daytoday operational support to Retirement Plan Services (RPS) Relationship Managers. Will work with thirdparty recordkeeping assigned Relationship Manager and Financial Advisor to ensure onboarding of plans remains on track and staff stays informed. Will support Relationship Mangers with various workflow items monitor deadlines report delinquent items and oversee daily activity and processing.
Job Duties:
- OnBoarding
- Coordinate with Financial Advisor to facilitate the successful onboarding of all retirement plans.
- Prepare fund change letters semiannually or as requested.
- Support and track the distribution and completion of annual participate notices.
- Provide backup support to Relationship Managers as needed to ensure continuity of service and client satisfaction
- Relationship Manger support:
- Will process manual payrolls.
- Provide assistance with manual data entry for Balanced Forward plans and Union accounts.
- Conduct annual fee tier review and document findings.
- Responsible for balancing and reconciling the interface for plans in PEBO custody.
- Collaborate with plan sponsors to obtain approvals for participant distributions and loans requests.
- Oversight:
- Review daily vendor reports to ensure timely and accurate plan administration with a focus on:
- Outstanding requests and deadlines
- Distribution processing deadlines
- Delinquent payroll submissions.
- Account reconciliations
- Will perform special projects as assigned.
Education Experience and Job Skills:
- Associates degree in business and/or five years of experience working in a financial services or accounting environment.
- Bachelors degree preferred.
- Advanced Word Excel PowerPoint software and experience at adapting those to specific support needs is required.
- Must consistently produce work with a very high degree of accuracy.
- Demonstrates flexibility in adapting to shifting priorities and effectively managing multiple projects simultaneously.
- Resourceful in identifying information and solutions with the ability to anticipate next steps and proactively address potential issues.
- Must possess strong interpersonal and communication skills especially over the telephone.
- Must be able to maintain positive experience for clients and associates regardless of workload.
- Selfmotivated individual with effective office administration skills
- Maintain basic knowledge of retirement plan technical legal and regulatory topics.
- Team player.
Basis Qualifications:
- Associates degree in business and/or five years of experience working in a financial services or accountingenvironment.
- Advanced Word Excel PowerPoint software experience and the ability to adapt those skills to specific support needs required.
Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability contact to ask for an accommodation alternative application process or other inquiries.
Employment Type
Full-Time
