NBT Bank
Retirement Plan Support Specialist-TPA/DPS
NBT Bank, Granite Heights, Wisconsin, United States
Retirement Plan Support Specialist-TPA/DPS
NBT Bank
Pay Range: $19.45 - $25.93
Responsibilities
Provide daily support to Retirement Plan Client and Technical consultants to administer retirement plans and trust accounts for clients.
Communicate directly with internal teams.
Education and Experience
Associate degree and one year related experience or equivalent combination.
Skills and Abilities
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.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Must have knowledge of advanced Microsoft Office applications, especially Word, Excel, Access and ability to develop application software skills as provided by internal training.
Tasks Performed
30% Prepare Trust Accountings, Reconcile Financial Data, and Import Data.
25% Publish Form 5500 for client signature, 8955-SSA, complete Form 1099R and 5558, assist Retirement Plan Compliance Consultant in preparation of Form 5330 for client signature.
20% Coordinate annual compliance needs: generate & import Employee Census Files, prepare and review output to ensure information meets the needs of each individual retirement plan.
20% Administrative processing of distributions, hardships, loans, etc.
Physical Requirements
Communicate effectively with internal and/or external customers.
Stationary 75% of time or greater.
Move objects up to 10 lbs.
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
Industries Banking
Why Work at NBT 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.
Wellbeing At NBT, we value and support your wellbeing by offering generous time‑off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance‑based incentives – ensuring you feel valued every step of the way.
Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well‑defined growth plan.
Benefits for Full‑Time Employees
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.
Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part‑Time Employees Working 20+ Hours/Week
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part‑Time Employees
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year.
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
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.
Referrals increase your chances of interviewing at NBT Bank by 2x.
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Texas, United States .
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Pay Range: $19.45 - $25.93
Responsibilities
Provide daily support to Retirement Plan Client and Technical consultants to administer retirement plans and trust accounts for clients.
Communicate directly with internal teams.
Education and Experience
Associate degree and one year related experience or equivalent combination.
Skills and Abilities
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.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Must have knowledge of advanced Microsoft Office applications, especially Word, Excel, Access and ability to develop application software skills as provided by internal training.
Tasks Performed
30% Prepare Trust Accountings, Reconcile Financial Data, and Import Data.
25% Publish Form 5500 for client signature, 8955-SSA, complete Form 1099R and 5558, assist Retirement Plan Compliance Consultant in preparation of Form 5330 for client signature.
20% Coordinate annual compliance needs: generate & import Employee Census Files, prepare and review output to ensure information meets the needs of each individual retirement plan.
20% Administrative processing of distributions, hardships, loans, etc.
Physical Requirements
Communicate effectively with internal and/or external customers.
Stationary 75% of time or greater.
Move objects up to 10 lbs.
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
Industries Banking
Why Work at NBT 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.
Wellbeing At NBT, we value and support your wellbeing by offering generous time‑off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance‑based incentives – ensuring you feel valued every step of the way.
Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well‑defined growth plan.
Benefits for Full‑Time Employees
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.
Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part‑Time Employees Working 20+ Hours/Week
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part‑Time Employees
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year.
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
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.
Referrals increase your chances of interviewing at NBT Bank by 2x.
Get notified about new Retirement Plan Specialist jobs in
Texas, United States .
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