DC Consulting Associate

Job Opportunity

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!

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 a 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