Administrative Assistant – Retirement Plans Trust & Wealth Management
Casper, WYFull-timeSeen todaySeen in employer's feed today
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Job overview
Provides administrative support to a Retirement Plan Trust Officer in managing account files and administering employee benefit accounts, including 401(k) and profit-sharing plans. The role supports plan servicing, account transactions, reconciliation, client inquiries, and preparation of retirement plan documentation. It is a full-time position and requires customer service, communication, accuracy, Microsoft Word and Excel proficiency, and organizational skills.
Skills & qualifications
Skills
Full job description
**Job Summary: ** Provides assistance to Retirement Plan Trust Officer in account file management services. Assists with daily administration of employee benefit accounts including 401(k) and Profit Sharing Plans. Primary Duties /Responsibilities: - Support the Retirement Plan Trust Officer with retirement plan administration and servicing. - Assist with recordkeeping, including contributions, distributions, and other account transactions. - Maintain accurate account files and documentation. - Perform account reconciliation, monitoring, and identify discrepancies. - Respond to routine inquiries from clients, plan sponsors, and participants. - Prepare reports, correspondence, spreadsheets, and other retirement plan documentation. - Use Microsoft Word, Excel, and applicable retirement plan systems. - Maintain confidentiality and perform other duties as assigned. Qualifications: - Excellent Customer Service Skills - Solid verbal and written communication skills - High level of accuracy and attention to detail working with numerals and financial data. - Proficiency with Microsoft Word and Excel - Excellent organizational skills This is a Full-Time Position Hilltop Bank is an EEO Employer No established salary range
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