Manager - Retirement Plan Support Services

March 26

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Logo of NBT Bank

NBT Bank

NBT Bank is a financial institution offering a wide range of banking services for personal, business, and wealth management needs. They provide products such as checking and savings accounts, home loans, personal loans, and credit cards. The bank also offers digital banking solutions, fraud prevention resources, and investment and insurance services. NBT Bank is FDIC-insured, ensuring customer deposits are backed by the U. S. government. It has a robust presence with multiple office locations, and it is involved in community activities and diverse initiatives. Additionally, NBT Bank offers specialized services like NBT Wealth Connection, NBT Retirement Plan Services, and government banking.

Personal Banking β€’ Business / Commercial Banking β€’ Asset Management β€’ Wealth Management

1001 - 5000 employees

Founded 1856

🏦 Banking

πŸ’Έ Finance

πŸ’³ Fintech

πŸ“‹ Description

β€’ Responsible for managing the Retirement Plan Support Specialists, including creating efficient workflow processes, ensuring goal alignment and seamless integration of procedures across teams, problem-solving, coaching and developing staff, reviewing work, and tracking key performance indicators. β€’ Collaborates with other managers to make company decisions and develop policies related to the Retirement Plan Support Specialists and overall company operations.

🎯 Requirements

β€’ Bachelor's degree and five (5) years’ experience or equivalent combination of education and experience. β€’ ASPPA QKA or other industry designations (such as NIPA or CEBS) required. β€’ Experience managing a processing team is preferred. β€’ Ability to communicate effectively with team members, clients, service providers, custodians/platform representatives, and advisors. β€’ Ability to analyze and solve practical problems involving a variety of concrete variables where limited standardization exists. β€’ Ability to interpret various forms of instructions, including written, oral, diagram, and schedule formats. β€’ Ability to supervise others effectively, handle multiple tasks, work independently, and meet the daily and periodic deadlines of all work assigned. β€’ Advanced knowledge of ERISA, IRS, and DOL regulations is required. β€’ Strong interpersonal and communication skills, with the ability to manage multiple and sometimes competing priorities. β€’ Ability to read and interpret documents such as procedure manuals, technical procedures, plan documents and reports. β€’ Strong ability to create and analyze excel spreadsheets and reports.

πŸ–οΈ Benefits

β€’ Generous Paid Time Off : At least 22 days annually, prorated in the year of hire. β€’ Parental Leave : Six weeks of paid leave at 100% of your salary. β€’ Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. β€’ Dental and Vision Coverage : Ensuring your overall health and well-being. β€’ Flexible Spending Accounts : For healthcare and dependent care expenses. β€’ Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage. β€’ Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage. β€’ Voluntary Benefits : Including hospital, accident, and critical illness coverage. β€’ 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. β€’ Adoption Assistance : Supporting your growing family. β€’ Tuition Reimbursement : Invest in your education and career growth. β€’ Employee Assistance Program (EAP) : Access to support and resources. β€’ Financial and Banking Services : Various benefits and financial planning assistance .

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