What are the responsibilities and job description for the Administrative Assistant – Retirement Plans Trust & Wealth Management position at HILLTOP NATIONAL BANK?
Job Summary:
Provides assistance to Retirement Plan Trust Officer in account file management services. Assists with daily administration of employee benefit accounts including 401(k) and Profit Sharing Plans.
Primary Duties /Responsibilities:
- Support the Retirement Plan Trust Officer with retirement plan administration and servicing.
- Assist with recordkeeping, including contributions, distributions, and other account transactions.
- Maintain accurate account files and documentation.
- Perform account reconciliation, monitoring, and identify discrepancies.
- Respond to routine inquiries from clients, plan sponsors, and participants.
- Prepare reports, correspondence, spreadsheets, and other retirement plan documentation.
- Use Microsoft Word, Excel, and applicable retirement plan systems.
- Maintain confidentiality and perform other duties as assigned.
Qualifications:
- Excellent Customer Service Skills
- Solid verbal and written communication skills
- High level of accuracy and attention to detail working with numerals and financial data.
- Proficiency with Microsoft Word and Excel
- Excellent organizational skills
This is a Full-Time Position
Hilltop Bank is an EEO Employer
No established salary range