Administrative Customer Service
Listed on 2026-08-04
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Finance & Banking
Office Administrator/ Coordinator, Financial Advisor / Consultant, Accounting & Finance
Akron, United States | Posted on 07/30/2026
Trinity Pension Consultants, Inc. is a leading regional, independent and non-producing Third-Party Administration firm located in Akron, Ohio and has regional offices in Columbus, Ohio;
Cincinnati, Ohio;
Louisville, Kentucky;
Indianapolis, Indiana;
Detroit, Michigan, and Kansas City, Missouri. 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.
If you enjoy providing excellent customer service, following detailed processes and are looking for a rewarding career with a growing company, Trinity Pension Consultants might be the right place for you!
Who WeAre:
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 theiremployer sponsored retirement plan.
What Our Retirement Plan / Distribution Processors are responsible for:
- Communicating and coordinating with customers and stakeholders regarding distribution requests inan accurate, timely, professional and courteous manner.
- Reading, interpreting, and applying regulations and legal documents; staying current on changing regulations.
- Utilizing math skills to run variouscalculations.
- Ensuring timely processing of transactions.
- Becoming an expert in Trinity’s systems, processes,procedures, service standards, and qualified plan distributionoptions.
- Accuratelybilling for participant distributions.
- Assisting with cross-departmental functions asneeded.
- Assisting with various operational projects as deemed necessary by supervisor.
- As amember of Trinity Pension Consultants, all employees are responsible to provide assistance wherever necessary to helpthe department and the Company in achieving their goals.
Who You Are:
- Dedicated to keeping clients is a must!
- Able to manage office functionsefficiently, organize work, establish priorities and maintain good interpersonal relations.
- Able to learn, apply and explain new technical knowledge in a simplified manner.
- An outstanding communicator and possessintermediate computer/software skills.
- An individual who demonstratestrustworthiness, adaptability and responsiveness.
Must Haves:
- Residence in or willing to relocate to Northeast Ohio.
- Prior experience with qualified retirement plans, preferred.
- Bachelor’s Degree in related field, preferred.
- Well-developed verbal and written communication and listening skills.
- Proficient computer / software skills, including MSOffice (Word, Excel, Outlook).
- Demonstrated attention todetail and accuracy; multi-tasking and prioritizing skills.
- Discipline and drive to stay focused and motivated with limited supervision.
- Ability to work in ateam environment as well as independently.
- Willingness and ability to complete ASPPA’s Retirement Plan Fundamentals 1 and 2courses.
Why Join Our Team?
- Workon challenging and interesting problems, and strive to do theright thing, the right way and continually improve.
- We are a true partnerto our clients.
- Our team is constantly learning,both individually and as an organization, and truly valuehearing our team members' unique perspectives, insights, andopinions.
- Weare a growing business with development and upward mobilityopportunities.
- We encourage a strong partnership between managers and team members that ensures high performance and continuous professional and personal growth.
- We strongly believe in promotingfrom within, and always look first to our internal talent foropen opportunities.
In return,Trinity Pension Consultants offers:
- Salary dependent on experience
- Paid Time Off (PTO)
- Life Insurance, LTD, STD
- PTOPurchase
- Summer Fridays
Are you ready to join our team?
All qualified applicants will receive consideration for employment without regardtorace, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as aveteran, and basis of disability or any other federal, state orlocal protected class.
At this time, we are notconsidering candidates that need any type of immigrationsponsorship now or in the future or those needing work authorization for this role.
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