Institutional Client Support Specialist

2 days ago

Des Moines, United States First Community Trust, N.A. Full time

Why First Community Trust (FCT)?


We truly believe that people matter. From our clients to our employees, our goal is to make sure we take care of our people first.


FCT is a nationally chartered trust company offering investment, retirement, and trust services, primarily through credit unions. Our retail and institutional clients entrust FCT to manage over $1.3B of assets on their behalf. FCT is actively pursuing growth initiatives, and we are seeking team members who take great pride in their work and want to contribute to the stability and growth of the firm.   


The Institutional Client Support Specialist will be responsible for overseeing the operational and new business support functions of FCT's Institutional Division, including coordinating, assisting and supporting the management of existing clients and development of new clients, which may include credit union partnerships. If you are customer service driven and detail oriented, we want to hear from you


*Open to candidates living in Iowa (hybrid position).


What You'll Be Doing

  • Provide day-to-day operational support for 401K plans.
  • Manage routine checklists with clients.
  • Keep up to date on 401K relevant policies and procedures.
  • Perform activities that create and maintain compliance with ERISA and other regulations.
  • Serve as the primary point of contact for participant service requests, such as distributions, account changes and investment related inquiries.
  • Answer and respond to participant phone calls promptly, while addressing inquiries and resolving issues with professionalism.
  • Track participant requests and resolution.
  • Prepare requested sales presentations and proposals and partnership implementation presentations, agenda, and marketing materials.
  • Coordinate with FCT departments to compile information for reviews, proposals and presentations for new and existing accounts and management reports.


Who You Are

  • Bachelor’s degree or equivalent years of experience.
  • Previous experience and knowledge in 401(k) administration, financial planning and/or wealth management preferred.
  • Basic understanding of administrative and operational functions associated with a professional office environment.
  • Proficiency in Microsoft Office (i.e., Excel, Word, PowerPoint).
  • Exceptional interpersonal skills including oral and written communication.
  • Strong attention to detail and conceptual and cognitive skills.
  • Self-motivated with the ability to work independently and with a team.


*Credit and criminal history verification will be required of all applicants.

 

FCT is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

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