Administrative Customer Service

Job Title

Job Information

Industry: Financial Services

Job Type: Full time

Salary: $45,000

Location:

Akron, Ohio, United States

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.

Do you love solving puzzles, following a process to the letter, and being the person people count on to get it right? At Trinity Pension Consultants, our Administrative Customer Service/Distribution Specialists sit at the intersection of customer service, compliance, and math — helping retirement plan participants access their money accurately and on time. If that sounds like your kind of challenge, we want to meet you.

Who We Are Trinity Pension Consultants, Inc. is a leading regional, independent, non-producing Third-Party Administration firm based in Akron, Ohio. We partner with retirement plan sponsors and their financial professionals to deliver top-tier administration and compliance solutions for employer-sponsored retirement plans — and we're growing.

What You'll Do

• Be the friendly, knowledgeable voice participants and investment providers count on for distribution and loan requests — communicating clearly, accurately, and courteously every time.
• Dig into regulations and plan documents, verify participant data, and apply plan provisions to calculate vested balances and available distribution/loan amounts.
• Put your math skills to work running the calculations that determine whether a request is permissible — and get it right the first time.
• Prepare investment company distribution and loan forms, keep transactions moving on schedule, and accurately bill for participant distributions.
• Become the go-to expert on Trinity's systems (Pension Pro, our Distribution Portal, Excel tracking, and more) and on every qualified plan distribution and loan option out there.
• Jump in on cross-departmental support and special projects — we're a team, and we roll up our sleeves together.

Requirements

• Must-Haves
• Live in (or be ready to relocate to) Northeast Ohio.
• High school diploma required;
  Bachelor's degree in a related field preferred.
• Prior experience with qualified retirement plans is a big plus.
• Proficient in MS Office (Word, Excel, Outlook).
• Sharp attention to detail, strong multitasking and prioritizing skills, and a head for numbers.
• Willingness to complete ASPPA's Retirement Plan Fundamentals and NIPA Loan Administrator Courses.

Benefits

What We Offer

• Salary based on experience
• Paid Time Off (PTO), plus the option to purchase more
• 401(k) retirement plan
• Medical, Dental, Vision, and H.S.A. — effective Day 1
• Life Insurance, LTD, and STD
• Summer Fridays