JobMesh

TPA Retirement Plan Consultant

NBT Bank · US

Pay Range: $71,160. 00 - $94,903. 00 Deliver client service for recordkeeping, administration and servicing of assigned book of business to promote revenue g...

Job description

Pay Range: $71,160.00 - $94,903.00 Deliver client service for recordkeeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of client satisfaction. Education and Experience: - Associate degree and two (2) years' experience, or equivalent combination of education and experience. ASPPA or other industry designations (such as NIPA or CEBS) preferred. Skills and Abilities: ​ - Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Must have knowledge of advanced Microsoft Office applications, specifically Word and Excel. - Ability to prepare routine reports and correspondence. - Ability to communicate effectively with both internal and external contacts. - Ability to competently use research tools to obtain knowledge of and apply current regulations. Ability to prepare spreadsheets, reconcile numbers and analyze financial data. - Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. - Ability to develop application software skills provided by internal training. Tasks Performed: ​ - 4...