Responsible for managing client relationships for qualified retirement plan accounts at First Bank & Trust. Provide administrative oversight and support in accordance with regulations.
Responsibilities
managing a book of client relationships
provide administrative and relationship management to qualified retirement plan accounts
conduct client meetings and communications
arrange and perform on-site employee enrollment and ongoing education meetings
assist in the oversight of Employee Benefit record-keeping functions
assist the plan conversion and/or deconversion team
assist in conducting sales meetings and presentations to groups
Requirements
bachelor's degree
minimum of five years of related work experience or the equivalent
completed and received certification from an accredited employee benefits school preferred
Knowledge and understanding of laws and regulations governing the administration of Employee Benefit accounts
Knowledge of general computer applications and networks desired
strong communication skills
Benefits
Comprehensive Healthcare Benefits
401(k) & ESOP Profit Sharing
Wellness Program
Education Student loan repayment assistance program
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