Service Associate (Retirement)
Service Associate (Retirement)
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Job Description
The Retirement Associate will play a vital behind the scenes role in helping our advisors support their clients with retirement planning. Youll be the go-to resource for our Employer Retirement Solutions (ERS) team helping to keep things running smoothly and compliantly. Whether Its responding to advisor questions preparing quarterly reports managing projects or coordinating with clients your work helps ensure that retirement plans stay on track. This role also involves close collaboration with internal teams keeping everyone informed and aligned with up-to-date retirement plan information. Its a detailed oriented position where your support truly makes a difference for both our advisors and the clients they serve.
Benefits Summary
- Competitive Compensation
- Comprehensive Medical Dental and Vision Insurance
- Life Insurance
- Long Term Disability
- Supplemental Insurance
- Paid Time Off and Holidays
- Wealth Wise Program
- Employee Assistance Program
- 401(k) Matching
- Eligible Profit Sharing
- Career Development Mentorship and Education
- Team Events
- Achievement Awards and Trip
- CKP QKA Designations
Company Summary
Established in 1999 Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building strong relationships with our clients and applying sound financial principles to manage the more than $3 billion in assets entrusted to us. Committed to providing opportunities for people to live their best lives we continue to recruit and mentor new talent to the industry. Consequently our multi-generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs. Today as always Trilogy lives by its development motto: never stop growing. Where will Trilogys story lead We believe the skys the limit.
No Sponsorship Available.
PM21
Essential Duties / Responsibilities
- Interact with clients to understand and resolve issues as they arise. Consult with the ERS team lead for guidance on direction.
- Proactively follow-up on census regarding annual questionnaire from prior year that go to clients in Q1.
- Assist clients to understand how to log-in and complete 5500 annual tax forms.
- Liaison between the recordkeeper and other providers such as TPAs payroll accountant etc. with the client for the ERS team.
- Respond to client issues and report weekly updates.
- Work with our advisor team to schedule meetings.
- Perform other duties as assigned.
Minimum Qualifications
- Bachelors degree is preferred.
- Proficient in Microsoft Outlook and Microsoft Office Suite including PowerPoint.
- Preferred candidate has knowledge of qualified plans ERISA regulations and plan administration.
- QKA or interest in obtaining other designations preferred.
Skills Requirements
- Clear and effective communication skills
- Ability to maintain a high level of accuracy in preparing and entering financial data.
- Ability to apply analytical and problem-solving skills.
- Organizational skills with the ability to multi-task prioritize and meet deadlines.
- Communication and interpersonal skills.
- Consistently produce accurate and high-quality deliverables.
- Self-motivated to learn and improve. Resourceful and detail oriented.
- Ability to work independently with minimal supervision.
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers handle or feel objects tools or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision distance vision and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers phones photocopiers filing cabinets and fax machines. This position requires prolonged periods of time sitting or standing at a desk and working on a computer. The position and duties must be performed in the branch office. If performing work in a remote location all compliance and office safety requirements apply.
Note:
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully the incumbents will possess the skills aptitudes and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge skills or abilities. This document does not create an employment contract implied or otherwise other than an at will relationship.
Required Experience:
IC
Employment Type
Full-Time
