• Retirement Plan Services Recordkeeper

    Glens Falls National Bank and Trust Company
    Job Description
    Glens Falls National Bank & Trust Company is seeking an experienced Retirement Plan Services Recordkeeper.
    This opportunity may be perfect for you if you have experience with:
    · Providing excellent customer service
    · ERISA and IRS laws and regulations
    ABOUT THE POSITION In this position with our Retirement Plan Services, you would be responsible for providing recordkeeping services for qualified retirement plans including providing excellent customer service, maintaining compliance with related policies, procedures and regulatory requirements of ERISA and IRS tax codes.
    Responsibilities: § Perform recordkeeping and compliance testing for complex retirement plans, calculate and analyze contribution allocation scenarios for plan sponsors, and prepare tax returns for qualified retirement plans in accordance with regulatory requirements and client objectives. § Manage preparation and distribution of periodic participant statements, required annual notices, and plan sponsor annual reports, maintain website for plan sponsors and participants.
    § Interact with Retirement Plan Services Professionals to provide advice on plan design issues, and prepare plan documents.
    § Keep up-to-date on industry trends, legal and tax requirements, and industry developments. Participate in training and continuing education opportunities as appropriate, and assist in staff development.
    § Assist management with activities to meet department goals, division objectives, and Company strategic plans. Comply with operating policies, procedures, and regulatory requirements.
    Qualifications: § Associates Degree in Business, Finance or related field or equivalent experience required; Bachelors Degree preferred § 4-6 years of experience required; retirement plan recordkeeping experience preferred
    Skills/Knowledge Requirements: § Working knowledge of ERISA and IRS laws and regulations relating to employee benefits, basic knowledge of investments including modern portfolio theory and economic fundamentals; working knowledge of related Trust products and services
    § Excellent communication skills, both written and verbal; comfortable communicating with clients, co-workers, and management
    § Proficient in Microsoft Office Suite: Word, Excel, Outlook, and PowerPoint; ability to learn department specific software
    § Solid decision making and problem solving skills; ability to prioritize multiple tasks/projects to meet critical deadlines
    We offer a pleasant work environment, career development opportunities, competitive compensation, and an exceptional benefits package. This position works out of our headquarters in Glens Falls, New York.
    Glens Falls National Bank & Trust Company has been serving the region and helping our neighbors achieve their financial goals since 1851. We are proud to serve as a cornerstone in the community through charitable giving and unmatched volunteerism. We serve Warren, Washington, northern Saratoga, Essex, and Clinton counties through 30 offices.
    We are an Equal Opportunity Employer. Our employment decisions are made without regard for: race, color, religion, national origin or ethnic origin, gender (including pregnancy), sexual orientation, gender identity or expression, age, disability, veteran status, or any other characteristic protected by law.
    Contact Information
    Other Postings