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Account Administrator

American Trust & Savings Bank, Dubuque, IA

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1. Maintain relationships with Clients, Financial Advisors, and Bank partners by providing on-going service through partnership with assigned Relationship Manager 2. Serve as point of contact for plan operational matters and inquiries; delivery of on-going plan communications and required notices; fielding telephone calls and bringing issues to resolution 3. Responsible for performing duties related to administration of retirement plans; interact with internal teams, Clients, and other third parties to facilitate the flow of information and obtain necessary information to ensure timely processing 4. Identify client needs and opportunities for value added services; lead implementation of plan amendments and enhancements 5. Partner with Relationship Manager and Education Consultant in execution of participant engagement strategies 6. Gathering of all required year-end data necessary for testing; assist with delivery of annual non-discrimination testing results; assist clients with signing and filing of required Form 5500 7. Preparation of annual service reviews, fee comparisons, and other plan information and reports for on-site meetings 8. Lead multiple transition and deconversion projects, functioning as the contact person and maintaining communications with the current record keeper, current asset holder, transition team, client, and ongoing Account Managers 9. Ensures all conversions are completed accurately and within the expected timing standards. 10. Provide general clerical support; perform assigned project work as identified by the Client Services Supervisor 11. Assist with participant phone calls as necessary 12. Review all accounts in accordance with the Trust Department standards. 13. Adhere to Retirement Planning Department and personal goals, as well as service initiatives. 14. Performs other duties as required or assigned. Qualifications: College Degree and/or commensurate experience in related field. Position is rated for sedentary work.

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Job Details

Req Num --
ID 510340
Dubuque, IA
Positions 1
Full Time
Pay --
Banking/Mortgage/Financial Services
First Shift
Health Insurance
Dental Insurance
Vision Insurance
Retirement Plan
Paid Vacation
Paid Sick Leave
Paid Holidays

Preferred Candidates

Years of Experience --
Education Some College

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