NBT Bank · 1 day ago
Retirement Plan Administrator II
Glens Falls, New York
Full-time
Onsite
Mid, Senior Level
$74K/yr - $98K/yr
5+ years expNBT Bank is a stable financial institution that empowers people to grow and thrive through meaningful work. The Retirement Plan Administrator II is responsible for the administration of complex retirement benefit plans, advising clients, preparing government reports, and participating in business development.
BankingFinancial Services
No H1B
Responsibilities
Perform all administration duties required for effective service delivery for assigned plans
Analyze and interpret more complex documents including all IRA documents, standardized and non standardized prototype defined contribution documents, individually designed plan documents and trust agreements
Initiate, follow and complete EPIC conversion package to successfully convert new daily valued 401k plans to NBT’s platform
Participate in new business development
Remain current on mutual fund offerings and QMR due diligence process. Conduct effective participant education and enrollment meetings
Other duties as assigned
Qualification
Required
Bachelor's Degree or equivalent education and experience
5-7 years experience in a Financial Services industry
CRSP Certification
Proficient PC skills with experience in Excel, Word, PowerPoint
Strong verbal and written communication skills
Knowledge of various retirement plan vehicles
Knowledge of various investment vehicles
Ability to develop and deliver quality business proposals
Ability to begin CRSP certification program within 18 months of date of hire, if not certified on date of hire
Benefits
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Pet Insurance: For all your furry friends.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Company
NBT Bank
NBT Bank, N.A. is a financial institution
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Scott Kingsley
EVP & CFO
Amy Hurta
SVP, Director of Operations and Chief Diversity & Inclusion Officer
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