Retirement Specialist

hace 4 días


San Juan, San Juan, Puerto Rico Jobleads-Us A tiempo completo

Job Description:

We are seeking an experienced Retirement Specialist - Investment Services Manager to join our team. In this role, you will be responsible for the administration of defined benefit and defined contribution plans, ESOPs, and other employee benefit trusts.

Key Responsibilities:

  • Administer defined benefit and defined contribution plans, ESOPs, and other employee benefit trusts
  • Ensure compliance with applicable laws and regulatory requirements
  • Interface with colleagues, clients, and business partners to ensure adherence to Bank policies and procedures
  • Administer a book of agency and retirement services relationships
  • Assist with regulatory examinations, independent audits, and internal audit compliance reviews

Requirements:

  • Bachelor's Degree or equivalent
  • Five years of experience in working with RBPS
  • Five years of experience in the administration of defined contribution, defined benefit, and other employee benefit trust and agency accounts
  • Excellent organizational and problem-solving skills
  • Experience with SEI's Trust 3000 Trust Accounting system

Compensation:

This is a full-time position with a starting base salary of $71,869 - $114,797 per year. Eligible for bonus and/or commissions.

Benefits and Perks:

We offer a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) plan, and paid time off.

About Us:

Jobleads-Us is a leading financial services company dedicated to providing exceptional service to our clients. We are committed to diversity, equity, and inclusion and strive to create a work environment that is inclusive and respectful of all employees.



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