Retirement Services Manager
4 days ago
B.S. or B.A. degree in Finance, Business Administration, or related field of study normally required and specialty training in defined contribution plans.
ExperienceA minimum of seven (7) years' experience in related positions normally required.
Preferred Skills- Proficient reading, writing, grammar, and mathematics skills.
- Proficient interpersonal relations, communicative, and sales skills.
- Proficient analytical abilities.
- Proven management skills.
- A working knowledge of operating policies and procedures which impact trust services.
- A thorough knowledge of the features and benefits of all trust products and services.
- A thorough knowledge of current trust regulations and tax laws.
- Moderate sales skills.
- Moderate computer skills.
- Proficient report writing skills.
- Valid driver's license.
The Retirement Manager is responsible for managing the retirement services of Wealth Management Department. Responsibilities include: efficient and accurate trust accounting record keeping, client support, and reporting services; organizing the work, activities, and human resources of the department; directly supervising any assigned personnel.
ESSENTIAL DUTIES
- Coordinates and participates in client face-to-face meetings; monitors staff to ensure expectations are exceeded.
- Manages Trust Support by coordinating activities of customer support teams, monitoring the quality and accuracy of support teams to insure performance standards are met.
- Provides staff with technical level of knowledge for employee benefit accounts and personal trust accounts.
- In conjunction with Trust Operations Service Manager, may assist with coordinating activities with vendors, i.e., negotiates contracts, handles conversions; maintains a good working relationship; handles issues and problems as they arise.
- Implements strategies to achieve goals assigned to the department as established in the Division's annual operating plan; assists in the development of the annual budget for the department and adheres to budget parameters.
- Organizes the work and activities of Trust Support in order to achieve established goals; monitors the efficiency and performance of the department versus established standards.
- Directly supervises any assigned personnel as follows:
- Assists in the selection of new personnel as appropriate.
- Makes provisions for the proper orientation and training of new personnel.
- Reviews employee performance throughout the probationary period and on a regularly scheduled basis thereafter.
- Organizes, schedules, and distributes work among assigned personnel.
- Keeps personnel informed of pertinent policies and procedures affecting the department and/or their jobs; creates an atmosphere in which upward communication from employees is encouraged.
- Administers personnel policies and procedures as established by company policy.
- As Account Acceptance Coordinator, reviews all accounts prior to acceptance to ascertain the requirements; coordinates activities of support staff to process new accounts; monitors and screens client services fees and processing.
- Performs various duties in order to provide efficient and accurate trust accounting, record keeping, and reporting services as follows:
- Develops operating procedures and programs designed to ensure the efficiency and accuracy of:
- Trust, estate, employee benefits accounts, accounting, etc.
- Record keeping of trust and related accounts.
- Reporting information used in client reports, tax reports, management reports, etc.
- Communicates procedures to department personnel and other division personnel who need this type of information.
- Interfaces with data processing vendor(s); analysis services, equipment, software, etc.; makes recommendations for changes or improvements.
- Reconciles various trust issues with other divisional personnel.
- Analyzes the results of trust audits; takes required actions.
- Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management, overall safety and soundness, and the bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.; insures that the department and all personnel adhere to the same.
- Communicates with the immediate supervisor, other State Bank managers, and appropriate staff personnel in order to integrate goals and activities.
- Provides periodic reports to the immediate supervisor and other groups as required throughout the company.
- Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the work place.
- Coordinates departmental tasks with coworkers inside and outside the department in order to ensure an efficient process and the completion of essential tasks needing proper segregation of duties.
- Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; complies information as necessary or as directed and provides date to appropriate bank personnel.
- Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within give time frames and within established policy.
- Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual or departmental circumstances.
- Must be able to ascends/descends stairs to move through the different floors of the location.
- Occasionally remains in stationary position, often standing or sitting for prolonged periods.
- The person in this position needs to occasionally move about inside the office to accomplish tasks.
- Frequently communicates with others to exchange information.
- Constantly moves wrists, hands, and/or fingers.
- Must be able to operate motor vehicles or heavy equipment.
- Must be able to assess the accuracy, neatness, and thoroughness of the work assigned.
- Occasionally exposed to high temperatures and low temperatures.
- Occasionally has to work around noisy environments.
- Occasionally exposed to outdoor elements such as precipitation and wind.
- Sedentary work that primarily involves sitting/standing.
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