Plan Manager - Trust

Confidential Company  •  Indianapolis, IN

5 - 7 years experience  •  Financial Services

Salary depends on experience
Posted on 09/21/17
Confidential Company
Indianapolis, IN
5 - 7 years experience
Financial Services
Salary depends on experience
Posted on 09/21/17


This position serves as a team member responsible for the day-to-day consultative servicing of our top tier employer sponsored retirement plan clients. Responsibilities include: coordination of all service deliverables from the corporate office; ensuring that all commitments and needs are addressed timely; responsiveness to all client inquiries and requests; hands-on problem resolution associated with operational processes (e.g. contributions, distributions, reporting, etc.); quarterly statement review and trouble-shooting; consultative communication of regulatory issues and trends for our clients’ consideration, as applicable. The Plan Manager coordinates resources to consistently meet expectations for all annual plan life-cycle events; documents all significant commitments and interactions; participates in departmental projects in collaboration with supporting service teams within the organization.

Requirements The successful candidate will possess a positive attitude, an independent, take-charge approach to managing their assigned book of business, proven time management skills and a level of confidence that allows him or her to present comfortably in front of groups.

Four-year degree and five years of experience, two-year degree and six years experience, or eight years experience, within Retirement Services industry required. The incumbent is encouraged to possess or obtain Qualified Plan Administrator (QPA), Qualified 401(k) Administrator (QKA), or a Certified Employee Benefits Specialist (CEBS) designation. The ability to travel, within all areas of the United States, is required for this position.

Requisition Number 17-0491

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