Relationship Manager - Defined Benefits Focus

Do you want to utilize your skills for building and fostering relationships? Do you have technical expertise with retirement plans? Do you want to work for a growing company in an expanding business market? Are you effective at communicating, building relationships, and presenting technical information? Then we want to talk to you!

Who We Are:

Trinity Pension Consultants, Inc. is a leading regional, independent, and non-producing Third-Party Administration firm located in Akron, Ohio who currently has sales territories throughout the Mid-West. Trinity collaborates with retirement plan sponsors and their associated financial professionals in delivering a highly effective administration and compliance solution for their employer sponsored retirement plan.

What Our Relationship Managers are responsible for:

Operations Responsibilities

· Proactively and systematically follow up on all items necessary to complete annual administration and compliance testing.

· Proactively participate and assist with onboarding Trinity new clients.

· Log all email, phone and meeting activities.

· Proactively track and monitor all conversion events, administration and compliance events, and client communications effectively managing your dashboard.

· Identify and enforce all special billing opportunities.

· Document in Pension Pro all Sponsor and Advisor interactions (meeting minute notes and compliance activity)

Relationship Management Responsibilities

· Collaborate with other departments in delivering Trinity’s reports and anticipating the client’s questions.

· Make regular outgoing, proactive phone calls to customers.

· Explain, in a clear manner, to Plan Sponsors and Financial Advisors the various aspects of Defined Benefit administration, including, but not limited to:

o Actuarial Valuations

o Annual Return Forms 5500

o Financial Accounting Reports

o Discrimination Testing

o Schedule SB

o Participant Distributions

o AFTAP Certifications

o PBGC Filings & Notices

o

· Proactively collaborate with RVP’s about internal sales opportunities.

· Resolve conflicts and disputes with Trinity services with Sponsors and Advisors.

· Attend and participate in departmental and corporate meetings.

· Assist other Team Members in resolving questions, disputes and conflicts.

· Schedule, draft, and review communication and correspondence to clients.

Consulting Responsibilities

· Anticipate client questions, problems and work toward solutions that are technically clear and accurate.

· Be able to read, understand and interpret client reports.

· Assist the Document Specialist in the preparation and completion of plan documents.

· Communicate complex pension concepts in a simple manner.

· Scrub book of business for internal sales opportunities and collaborate with RVP.

· Manage Client expectations relative to Trinity Service Standards.

· Resolve conflicts and disputes with respect to Client expectations and outcomes.

· Participate in Sales Meetings as needed.

· Stay abreast of industry trends, market and competitors.

· Other duties as assigned.

Requirements

• Residence in geographic area of assigned location.

• 3-5 years experience in the Retirement Plan Industry required.

• Strong communication skills (written and verbal).

• Ability to manage office functions efficiently, organize work, establish priorities and maintain good interpersonal relations.

• Demonstrated attention to detail; multi-tasking and prioritizing skills.

• Demonstrated high-level client service skills.

• ASPPA QKA designation required or willing to attain; maintain ASPPA membership.

• Proficient with MS Office (Word, Excel, Outlook).

• Highly motivated self-starter with good problem-solving skills and the ability to work independently.

• Overall comprehensive understanding of business processes.

• Minimum of 40 work hours per week.

Benefits

• In return,

• Trinity Pension Consultants offers:

• Salary

• dependent on experience

• Paid

• Time Off (PTO)

• 401(k)

• retirement plan

• Medical,

• Dental, Vision, H.S.A. effective Day 1

• Life

• Insurance, LTD, STD

• PTO

• Purchase

• Summer

• Fridays

• Are

• you ready to join our team?

• ​

• If you feel like

• you are the right candidate for this job, just click on the apply button. Our

• quick application should take you about 5 minutes to fill out and your

• information will be sent to our hiring team.

• All qualified

• applicants will receive consideration for employment without regard

• to race, color, sex, age, national origin, religion, sexual orientation,

• gender identity and/or expression, status as a veteran, and basis of disability

• or any other federal, state, or local protected class.

• Currently, we are

• not considering candidates that need any type of immigration sponsorship now or

• in the future or those needing work authorization for this role.

• This job

• description is not all inclusive.