NBT Bank
Retirement Plan Support Specialist-TPA/DPS
role at
NBT Bank
Pay Range: $19.45 - $25.93
Responsibilities
Prepare trust accountings, reconcile financial data, and import data (30%)
Publish Form 5500 for client signature and related forms, assist compliance consultant (25%)
Coordinate annual compliance needs, generate & import employee census files (20%)
Administrative processing distributions, hardships, loans, etc. (20%)
Qualifications
Associate degree and one year related experience or equivalent combination.
Ability to read and interpret documents such as procedure manuals and technical procedures.
Ability to write routine reports and correspondence.
Ability to communicate effectively with both internal and external contacts.
Ability to prepare Excel spreadsheets, reconcile numbers, and analyze financial data. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Knowledge of advanced Microsoft Office applications (Word, Excel, Access) and ability to develop application software skills as needed.
Physical Requirements
Effective communication with internal and/or external customers.
Stationary 75% of time or greater.
Move objects to maximum 10 lbs.
Benefits for Full-Time Employees
Generous Paid Time Off: At least 22 days annually.
Parental Leave: Six weeks paid leave at 100% of salary.
Comprehensive Medical Coverage: Employer contributions to HSA for high deductible plan.
Dental and Vision Coverage.
Flexible Spending Accounts.
Employer-Paid Disability Coverage, both short-term and long-term, optional additional coverage.
Life Insurance: Employer-paid basic life insurance, option to purchase supplemental coverage.
Voluntary Benefits: Hospital, accident, critical illness coverage.
Retirement Plans: 401(k) plan with employer matching, optional Roth 401(k), and pension plan.
Adoption Assistance.
Tuition Reimbursement.
Employee Assistance Program (EAP).
Financial and banking services: various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week
Medical Coverage: Employer contributions to HSA for high deductible plan.
Generous Parental Leave: Six weeks paid leave at 100% of salary.
Benefits for All Part-Time Employees
Retirement Plans: 401(k) plan with employer matching and optional Roth 401(k); pension plan for employees working at least 1,000 hours in a calendar year.
Paid Sick and Safe Leave.
Employee Assistance Program (EAP).
Financial and banking services.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
Banking
Referrals increase your chances of interviewing at NBT Bank by 2x.
Sign in to set job alerts for “Retirement Plan Specialist” roles. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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role at
NBT Bank
Pay Range: $19.45 - $25.93
Responsibilities
Prepare trust accountings, reconcile financial data, and import data (30%)
Publish Form 5500 for client signature and related forms, assist compliance consultant (25%)
Coordinate annual compliance needs, generate & import employee census files (20%)
Administrative processing distributions, hardships, loans, etc. (20%)
Qualifications
Associate degree and one year related experience or equivalent combination.
Ability to read and interpret documents such as procedure manuals and technical procedures.
Ability to write routine reports and correspondence.
Ability to communicate effectively with both internal and external contacts.
Ability to prepare Excel spreadsheets, reconcile numbers, and analyze financial data. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Knowledge of advanced Microsoft Office applications (Word, Excel, Access) and ability to develop application software skills as needed.
Physical Requirements
Effective communication with internal and/or external customers.
Stationary 75% of time or greater.
Move objects to maximum 10 lbs.
Benefits for Full-Time Employees
Generous Paid Time Off: At least 22 days annually.
Parental Leave: Six weeks paid leave at 100% of salary.
Comprehensive Medical Coverage: Employer contributions to HSA for high deductible plan.
Dental and Vision Coverage.
Flexible Spending Accounts.
Employer-Paid Disability Coverage, both short-term and long-term, optional additional coverage.
Life Insurance: Employer-paid basic life insurance, option to purchase supplemental coverage.
Voluntary Benefits: Hospital, accident, critical illness coverage.
Retirement Plans: 401(k) plan with employer matching, optional Roth 401(k), and pension plan.
Adoption Assistance.
Tuition Reimbursement.
Employee Assistance Program (EAP).
Financial and banking services: various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week
Medical Coverage: Employer contributions to HSA for high deductible plan.
Generous Parental Leave: Six weeks paid leave at 100% of salary.
Benefits for All Part-Time Employees
Retirement Plans: 401(k) plan with employer matching and optional Roth 401(k); pension plan for employees working at least 1,000 hours in a calendar year.
Paid Sick and Safe Leave.
Employee Assistance Program (EAP).
Financial and banking services.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
Banking
Referrals increase your chances of interviewing at NBT Bank by 2x.
Sign in to set job alerts for “Retirement Plan Specialist” roles. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr