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About the Role

Deliver client service for recordkeeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of client satisfaction.

Responsibilities

• Proactively ensure plans are administered in compliance with plan provisions and current pension laws and regulations.
• Discuss the compliance testing process/results and all required government filings.
• Ensure that all services are delivered within documented service standards through timely communication with clients, plan sponsors, advisors, internal teams and day to day contacts.
• Daily report monitoring and management, document pertinent client communication and provide internal and external project management support.
• Effectively communicate with all technical and support teams to ensure that recordkeeping items are maintained for all assigned plans, including coordination of all plan amendments.
• Other duties as assigned.

Requirements

• Associate degree and two (2) years' experience, or equivalent combination of education and experience.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Must have knowledge of advanced Microsoft Office applications, specifically Word and Excel.
• Ability to prepare routine reports and correspondence.
• Ability to communicate effectively with both internal and external contacts.
• Ability to competently use research tools to obtain knowledge of and apply current regulations.
• Ability to prepare spreadsheets, reconcile numbers and analyze financial data.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Ability to develop application software skills provided by internal training.
• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs
• Applicants must be authorized to work for any employer in the U.S.
• Unable to sponsor or assume sponsorship of an employment Visa at this time.

Skills

• Advanced Microsoft Office applications
• Microsoft Word
• Microsoft Excel
• Research tools
• Spreadsheet preparation
• Number reconciliation
• Financial data analysis

Work Type

• Full-Time
• Part-Time

Experience Level

• 2 years experience

Education Level

• Associate degree

Salary/Compensations

• $71,160.00 - $94,903.00

Benefits

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
• Parental Leave: Six weeks of paid leave at 100% of your salary.
• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage: Ensuring your overall health and well-being.
• Flexible Spending Accounts: For healthcare and dependent care expenses.
• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
• Voluntary Benefits: Including hospital, accident, and critical illness coverage.
• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
• Adoption Assistance: Supporting your growing family.
• Tuition Reimbursement: Invest in your education and career growth.
• Employee Assistance Program (EAP): Access to support and resources.
• Pet Insurance: For all your furry friends.
• Financial and Banking Services: Various banking services benefits and financial planning assistance.
• Paid Sick and Safe Leave: For your health and safety.

About the Company

• At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.
• NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute.
• NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk.
• NBT has weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.