- Administer various wealth management accounts including Qualified Retirement Plans, all types of IRAs, Individual Portfolios, Revocable Trusts and Institutional Relationships as provided under the governing instrument in accordance with Bank policy, established practice, approved procedures and legal constraints with primary focus in the area of qualified plan administration.
- Work with investment officers to invest client accounts in wealth management model portfolios. Maintain investment direction in all accounts under administration, including monitoring of investment objectives, asset allocations, and keeping cash invested as appropriate.
- Work with investment officers to review, revise and maintain preferred qualified retirement plan investment lineups for participant directed plans, as well as participating in Investment Committee meetings that are designated with a retirement plan focus.
- Perform annual account and investment reviews for each assigned account.
- Ensure that transactions in accounts under their direct administration are given proper tax codes, have a general knowledge of tax rules and will assist in timely delivery of tax reporting to clients of the bank.
- Work in conjunction with active and potential Trust and Wealth Management customers and their legal and accounting advisors to develop or improve the customer's individual and or business estate and financial planning or other trust related business. This may include review of legal documents such as wills or trusts prepared by outside legal counsel where the bank is named in some fiduciary capacity.
- Maintain a book of business with a minimum direct annual revenue attribution of $100,000.
- Sustain and develop relevant relationships with the local market area legal and accounting and professional community to enhance and garner business opportunities.
- Sustain and develop relevant relationships with Hills Bank employees outside the department to garner referrals and other business opportunities. Participate in training bank wide staff on how referrals can be made.
- Participate in the Bank's business development activities. Represent the Bank in industry and professional associations, community organizations, local business groups, etc. and promote the Bank's favorable image.
- Cross-sell commercial, retail and mortgage banking services and products to Trust and Wealth Management customers. Develop joint marketing relationships and strategies with other areas of the Bank.
- Establish and promote personal and department reputation for exemplary customer service and sound investment strategy and results.
- Contribute to the annual department sales goals by achieving or exceeding a personal sales goal set by department management.
- Stay current on pertinent market and regulatory developments and identify current and potential markets. Develop and implement plans and programs to respond to those developments and target desired trust and wealth management markets.
- Enhance and maintain department's reputation as an area leader in Retirement Plan Administration.
- BA or BS degree required
- Advanced degree or professional designation(s) such as Certified Financial Planner (CFP), Certified Retirement Services Professional (CRSP), Certified Trust and Financial Advisor (CTFA), Certified Employee Benefit Specialist (CEBS) or other related credentials or commensurate experience specifically within Retirement Plan Administration is preferred but not required.
- One to four years of experience with direct client-facing role in personal banking, wealth management or financial planning account administration, or retirement plan account administration preferred.
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Retirement Plan Officer - Cedar Rapids, United States - Hills Bank
Description
SCHEDULE: Full-time; Typical Hours are Monday through Friday (8:00 am-5:00 pm)LOCATION: 3905 Blairs Ferry Rd NE, Cedar Rapids, IA 52402
BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks
SCOPE:
This position will be responsible for retention and development of existing and new business opportunities, administration and retention of retirement plan and wealth management business with the objective of profit for the Bank and quality service to the customers. The primary focus of this position is providing retirement and financial planning for both individual and institutional customers.
ACCOUNTABILITIES:
Account Administration: (75%)
