DC Consulting Associate

Job Description
Love working with numbers and have a great eye for detail? Ready to join a growing company where you'll always be kept on your toes? If you're organized, can juggle multiple tasks, and know how to explain things clearly
- 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. Trinity collaborates with retirement plan sponsors and their associated financial professional in delivering highly effective administration and compliance solution for their employer sponsored retirement plan.

What Our DC Consulting Associates are responsible for:

• Provide technical support to Defined Contributions Services team, Trinity Principals, Relationship Managers, Plan Sponsors and Financial Advisors.
• Provide on-demand technical information.
• Assist in the completion of core administration and compliance testing, including, but not limited to:
• Census Collection
• Non-Discrimination Testing
• 5500 Reporting
• Profit Sharing Allocations
• Document Updates
• Year-End Information Requests
• Client Reports
• Collaborate with other departments in delivering Trinity's reports and anticipating the client's questions.
• Client Participant Statements (Assist with Quarterly Valuations and Participant/Sponsor statements).
• Supplementary PPA Statements.
• Annual Required Participant Notices.
• Participant vesting calculation.
• Calculation of employer contributions (including cross-testing/partnerships & sole proprietors).
• Request and electronically file incoming asset and brokerage account statements and trust reports.
• Handle and verify transactions with Recordkeepers / Investment Providers and be a liaison when information is needed or requested.
• Assist with various types of data collection and verification.
• Investment provider updates, including but not limited to, plan sponsor provisions.
• Assemble, send, and/or file various notices and forms.
• Provide cross-departmental support as needed.
• Assist in special projects as assigned.
• Other duties as assigned.

Requirements

Who You Are:

• Dedication to keeping the business is a must!
• Ability to manage office functions efficiently, organize work, establish priorities and maintain good interpersonal relations.
• Be able to learn, apply and explain new technical knowledge in a simplified manner.
• Possess outstanding communication and computer/software skills, and demonstrate trustworthiness, adaptability and responsiveness.
• Team player and great positive attitude is a must.
• Strong mathematical skills required.
• Possess a relentless pursuit to be successful.

Must Haves:

• Bachelor's Degree in related field, preferred.
• Excellent verbal and written communication and listening skills.
• Proficient computer / software skills, including MS Office (Word, Excel, Outlook).
• Discipline and drive to stay focused and motivated with limited supervision.
• Effective time management and organization capabilities with a focus on delivering superb client experience.
• ASPPA QKA required or willing to attain; maintain ASPPA Membership.

Benefits

In return, Trinity Pension Consultants offers:

• 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.

At this time, we are not considering candidates that need immigration sponsorship now or in the future or those needing work authorization for this role.