Intern - Retirement Plan Services - La Crosse, United States - Trust Point Inc.

Description

Job Description

EXPERIENCE OUR CULTURE JOIN OUR TEAM

Recognized as a "Best Place to Work" for the past 7 years Trust Point Inc. of La Crosse, WI. is looking to hire a part-time Retirement Plan Services Intern. We are currently seeking an energetic, detail-orientated, team-player to assist our organization with a variety of projects for a 12-18 month in-person internship.

ABOUT TRUST POINT INC.

For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.

Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year like locally sourced steaks, produce, cheese and homemade apple pies

A DAY IN THE LIFE OF A RETIREMENT PLAN SERVICES INTERN

As a Retirement Plan Services Intern you will provide direct support to the Retirement Plan team.

• Effectively communicating with plan participants by phone and email regarding basic account and distribution request
• Assisting with the gathering and preparation of data and reports for the timely delivery to clients.
• Preparing plan communication materials for use at participant meetings and/or delivery to clients.
• Adhering to established policies and procedures designed to keep clients in compliance with applicable laws, rules and regulations.
• Accurately transcribing correspondence and written reports for delivery to clients.
• Accurately filing correspondence, documents, reports and other hard copy information received for various client relationships.

QUALIFICATIONS FOR A RETIREMENT PLAN SERVICS INTERN

• Actively pursuing bachelor's degree in a business-related field
• Excellent organizational skills necessary
• Excellent written and oral communication skills necessary
• Customer and service orientation required
• High skill level with Microsoft Office required

Trust Point is proud to be an equal opportunity workplace.

We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.