Institutional Client Services Associate

First Community Trust (FCT) is a nationally chartered trust company offering wealth advisory services including investment, retirement, and trust services, primarily to credit unions. Our purpose is to help clients achieve their personal, financial and estate planning goals with confidence. With over $1.3B in assets under management, FCT continues to grow through strong client partnerships and a commitment to service excellence.

We are seeking a full-time Institutional Client Services Associate to support the operational functions of FCT’s Institutional Division. This position plays a key role in delivering high quality and seamless experience for existing retirement plan sponsors and participants, while supporting the ongoing growth of FCT’s retirement plan services. If you are customer service driven and detail oriented, we’d love to hear from you!

NOTE:

Candidates must reside in Iowa, with preference given to the Des Moines or Dubuque area.

• Provide day-to-day servicing support for employers sponsoring retirement plans (e.g., 401k, 403b).
• Serve as the primary point of contact for participant service requests, such as distributions, account changes and investment-related inquiries.
• Answer and respond to participant phone calls promptly, while addressing inquiries and resolving issues with professionalism.
• Track participant requests and resolution.
• Manage routine checklists with clients.
• Keep up to date on 401K relevant policies and procedures.
• Perform activities that create and maintain compliance with ERISA and other regulations.
• Prepare and support requested sales presentations and proposals.
• Compile information for reviews, proposals and presentations for existing accounts.

• Previous experience and knowledge in retirement plan 401(k) administration, financial planning and/or wealth management.
• ASPPA, CEBS, QPA, CPC or NIPA designations a plus.
• Experience with CRM systems (Salesforce preferred).
• Proficiency in Microsoft Office (i.e., Excel, Word, PowerPoint).
• Exceptional oral and written communication and relationship-building skills.
• Strong attention to detail and organizational and problem-solving skills.

* Credit and criminal history verification will be required of all applicants.

FCT is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.