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Trust Plan Manager

Location: Indianapolis, IN
Job # 9663482
Date Posted: 07-27-2017
Artemis Search Partners, Inc. is currently seeking an experienced Trust Plan Manager for its client, a well established insurance company based in Indianapolis, IN.

Position Title:  Trust Plan Manager

Location: Indianapolis, IN 

Position Type:  Full time, permanent position

Compensation:  Competitive base salary commensurate with experience level.  Additional bonus opportunity available.  Full benefits, 401k match, 100% employer paid pension plan, PTO, free parking, on site fitness center and cafe, paid leadership development and/or and industry designations.  Additional perks and incentives offered.

Position Responsibilities:
  • Serves as a team member responsible for the day-to-day consultative servicing of select employer sponsored retirement plan clients
  • Coordinates all service deliverables, which includes ensuring all commitments and needs are addressed
  • Stays responsive to all client inquiries and requests; hands-on problem resolution associated with operational processes (e.g. contributions, distributions, reporting, etc.);
  • Quarterly statement review and troubleshooting
  • Consultative communication of regulatory issues and trends for clients’ consideration, as applicable
  • Coordinates resources to consistently meet expectations for all annual plan life-cycle events
  • Documents all significant commitments and interactions; participates in departmental projects in collaboration with supporting service teams within the organization

 Position Requirements: Must hold any of the three following combinations of education and/or experience. 
  • Bachelors degree with 5 years related retirement plan services experience
  • Associates degree with 6 years related retirement plan services experience 
  • High School Diploma with 8 years related retirement plan services experience 
  • May be required to obtain Series 6 registration upon hire and/or related designations
  • Ability to take initiative and meet deadlines is required 
  • Must hold strong presentation skills, verbal and written communication skills, as well as positive attitude
  • Following designations are preferred, or candidate should be willing to obtain: Qualified Plan Administrator (QPA), Qualified 401(k) Administrator (QKA), or a Certified Employee Benefits Specialist (CEBS) designation. 
  • Ability to travel is required

Should you meet minimum requirements, please apply online now.  A member of our recruitment team will contact you directly. 
 
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