Relationship Manager - Defined Benefits Focus
Trinity Pension Consultants · Akron, United States
Do you want to utilize your skills for building and fostering
relationships? Do you have technical expertise with retirement plans? Do you
want to work for a growing company in an expanding business market? Are you effective at communicating, building
relationships, and presenting technical information? Then we want to talk to you!
Who We
Are:
Trinity Pension Consultants, Inc. is a leading regional,
independent, and non-producing Third-Party Administration firm located in
Akron, Ohio who currently has sales territories throughout the Mid-West. Trinity collaborates with retirement plan
sponsors and their associated financial professionals in delivering a highly
effective administration and compliance solution for their employer sponsored
retirement plan.
What Our Relationship
Managers are responsible for:
Operations Responsibilities
· Proactively and systematically follow up on all items necessary to complete annual administration and compliance testing.
· Proactively participate and assist with onboarding Trinity new clients.
· Log all email, phone and meeting activities.
· Proactively track and monitor all conversion events, administration and
compliance events, and client communications effectively managing your
dashboard.
· Identify and enforce all special billing opportunities.
· Document in Pension Pro all Sponsor and Advisor interactions (meeting minute notes and compliance activity)
Relationship Management Responsibilities
· Collaborate with other departments in delivering Trinity’s reports and anticipating the client’s questions.
· Make regular outgoing, proactive phone calls to customers.
· Explain, in a clear manner, to Plan Sponsors and Financial Advisors the
various aspects of Defined Benefit administration, including, but not limited
to:
o Actuarial Valuations
o Annual Return Forms 5500
o Financial Accounting Reports
o Discrimination Testing
o Schedule SB
o Participant Distributions
o AFTAP Certifications
o PBGC Filings & Notices
o
· Proactively collaborate with RVP’s about internal sales opportunities.
· Resolve conflicts and disputes with Trinity services with Sponsors and Advisors.
· Attend and participate in departmental and corporate meetings.
· Assist other Team Members in resolving questions, disputes and conflicts.
· Schedule, draft, and review communication and correspondence to clients.
Consulting Responsibilities
· Anticipate client questions, problems and work toward solutions that are technically clear and accurate.
· Be able to read, understand and interpret client reports.
· Assist the Document Specialist in the preparation and completion of plan documents.
· Communicate complex pension concepts in a simple manner.
· Scrub book of business for internal sales opportunities and collaborate with RVP.
· Manage Client expectations relative to Trinity Service Standards.
· Resolve conflicts and disputes with respect to Client expectations and outcomes.
· Participate in Sales Meetings as needed.
· Stay abreast of industry trends, market and competitors.
· Other duties as assigned.
Requirements- Residence in geographic area of assigned location.
- 3-5 years experience in the Retirement Plan Industry required.
- Strong communication skills (written and verbal).
- Ability to manage office functions efficiently, organize work, establish priorities and maintain good interpersonal relations.
- Demonstrated attention to detail; multi-tasking and prioritizing skills.
- Demonstrated high-level client service skills.
- ASPPA QKA designation required or willing to attain; maintain ASPPA membership.
- Proficient with MS Office (Word, Excel, Outlook).
- Highly motivated self-starter with good problem-solving skills and the ability to work independently.
- Overall comprehensive understanding of business processes.
- Minimum of 40 work hours per week.
BenefitsIn 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
- PTO
Purchase
- Summer
Fridays
Are
you ready to join our team?
If you feel like
you are the right candidate for this job, just click on the apply button. Our
quick application should take you about 5 minutes to fill out and your
information will be sent to our hiring team.
All qualified
applicants will receive consideration for employment without regard
to race, color, sex, age, national origin, religion, sexual orientation,
gender identity and/or expression, status as a veteran, and basis of disability
or any other federal, state, or local protected class.
Currently, we are
not considering candidates that need any type of immigration sponsorship now or
in the future or those needing work authorization for this role.
This job
description is not all inclusive.