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    DC Retirement Plan Analyst - Charleston, United States - Trinitypension

    Trinitypension
    Trinitypension Charleston, United States

    1 week ago

    Default job background
    Description
    Trinity Pension Consultants, Inc.

    is a leading regional, independent and non-producing Third-Party Administration firm located in Akron, Ohio and has regional offices in Columbus, Ohio; Cincinnati, Ohio; Louisville, Kentucky; Indianapolis, Indiana; Detroit, Michigan, and Kansas City, Missouri.

    Trinity collaborates with retirement plan sponsors and their associated financial professional in delivering a highly effective administration and compliance solution for their employer sponsored retirement plan.

    Job Description

    This is a remote position.
    SUMMARY /


    OBJECTIVE:


    The purpose of the Retirement Plan Analyst (DC) position is to assist the Operations department in the completion and reviewing of all required administration and compliance within a timely manner.


    ESSENTIAL DUTIES:
    This will include, but not be limited to, the following activities:

    §

    Purpose, Mission, Vision, Fusion, Real Business, Primary Question, Dream

    Assist in the completion and review of core administration and compliance testing, including, but not limited to:

    Collaborate with other departments in delivering Trinity's reports and anticipating the Plan Sponsor's questions.

    Provide cross-department support as needed.

    Assist in special projects and training as assigned.

    Follow policies and procedures.

    Other duties as assigned.

    Requirements

    QUALIFICATIONS /


    REQUIREMENTS:
    ·

    Associate degree required or equivalent work experience within the retirement plan industry.
    ·

    Accounting or financial background preferred

    .
    ·

    ASPPA QKA designation required, or willing to attain, and progress toward the required designations.
    ·

    Proficient with MS Office (Word, Excel, Outlook)
    ·

    Strong communication skills (written and verbal) and ability to appropriately communicate with all levels of internal and external customers.
    ·

    Ability to organize work, establish priorities, work within deadlines, and maintain good interpersonal relations.
    ·

    Demonstrated and excellent attention to detail.
    ·

    Highly motivated self-starter with good problem-solving skills and the ability to work independently and lead a team.
    ·

    Team player and great attitude a must.
    ·

    Strong mathematical skills.
    ·

    Regular attendance at work.
    ·

    Minimum of 40 work hours per week.

    WHY JOIN OUR TEAM?

    ·

    The opportunity for building relationships; not one-time interactions.
    ·

    Work on challenging and interesting problems, and strive to do the right thing, the right way and continually improve.
    ·

    We are a true partner to our clients.
    ·


    Our team is constantly learning, both individually and as an organization, and truly value hearing our team member's unique perspectives, insights, and opinions.

    ·

    We are a growing business with development and career path opportunities.
    ·


    We encourage a strong partnership between managers and team members that ensures high performance and continuous professional and personal growth.

    ·

    We strongly believe in promoting from within and look first to our internal talent for open opportunities.

    IN RETURN,


    TRINITY PENSION CONSULTANTS OFFERS:
    ·

    Salary dependent on experience
    ·

    Paid Time Off (PTO)
    ·

    401(k) retirement plan
    ·

    Medical, Dental, Vision, H.S.A. effective Day 1
    ·

    Life Insurance, LTD, STD

    #J-18808-Ljbffr
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