Retirement Plan Officer
3 weeks ago
LOCATION: 3905 Blairs Ferry Rd NE, Cedar Rapids, IA 52402
BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks
SCOPE:
This position will be responsible for retention and development of existing and new business opportunities, administration and retention of retirement plan and wealth management business with the objective of profit for the Bank and quality service to the customers. The primary focus of this position is providing retirement and financial planning for both individual and institutional customers.
ACCOUNTABILITIES:
Account Administration: (75%)
- Administer various wealth management accounts including Qualified Retirement Plans, all types of IRAs, Individual Portfolios, Revocable Trusts and Institutional Relationships as provided under the governing instrument in accordance with Bank policy, established practice, approved procedures and legal constraints with primary focus in the area of qualified plan administration.
- Work with investment officers to invest client accounts in wealth management model portfolios. Maintain investment direction in all accounts under administration, including monitoring of investment objectives, asset allocations, and keeping cash invested as appropriate.
- Work with investment officers to review, revise and maintain preferred qualified retirement plan investment lineups for participant directed plans, as well as participating in Investment Committee meetings that are designated with a retirement plan focus.
- Perform annual account and investment reviews for each assigned account.
- Ensure that transactions in accounts under their direct administration are given proper tax codes, have a general knowledge of tax rules and will assist in timely delivery of tax reporting to clients of the bank.
- Work in conjunction with active and potential Trust and Wealth Management customers and their legal and accounting advisors to develop or improve the customer's individual and or business estate and financial planning or other trust related business. This may include review of legal documents such as wills or trusts prepared by outside legal counsel where the bank is named in some fiduciary capacity.
- Maintain a book of business with a minimum direct annual revenue attribution of $100,000.
- Sustain and develop relevant relationships with the local market area legal and accounting and professional community to enhance and garner business opportunities.
- Sustain and develop relevant relationships with Hills Bank employees outside the department to garner referrals and other business opportunities. Participate in training bank wide staff on how referrals can be made.
- Participate in the Bank's business development activities. Represent the Bank in industry and professional associations, community organizations, local business groups, etc. and promote the Bank's favorable image.
- Cross-sell commercial, retail and mortgage banking services and products to Trust and Wealth Management customers. Develop joint marketing relationships and strategies with other areas of the Bank.
- Establish and promote personal and department reputation for exemplary customer service and sound investment strategy and results.
- Contribute to the annual department sales goals by achieving or exceeding a personal sales goal set by department management.
- Stay current on pertinent market and regulatory developments and identify current and potential markets. Develop and implement plans and programs to respond to those developments and target desired trust and wealth management markets.
- Enhance and maintain department's reputation as an area leader in Retirement Plan Administration.
- BA or BS degree required
- Advanced degree or professional designation(s) such as Certified Financial Planner (CFP), Certified Retirement Services Professional (CRSP), Certified Trust and Financial Advisor (CTFA), Certified Employee Benefit Specialist (CEBS) or other related credentials or commensurate experience specifically within Retirement Plan Administration is preferred but not required.
- One to four years of experience with direct client-facing role in personal banking, wealth management or financial planning account administration, or retirement plan account administration preferred.
EQUAL OPPORTUNITY EMPLOYER
-
Cedar Rapids, United States AMERICAN SENIOR BENEFITS LLC Full timeProvide guidance, support and education to folks facing retirement. You will be trained to use proprietary systems to guide clients in safeguarding their future. Backed by and The , you will receive training and support as you build a career and use holistic planning and solutions for life, health and wealth. Meet with clients to determine their concerns...
-
Cedar Rapids, Iowa, United States AMERICAN SENIOR BENEFITS LLC Full timeOverview: Provide guidance, support and education to folks facing retirement. You will be trained to use proprietary systems to guide clients in safeguarding their future. Backed by and The , you will receive training and support as you build a career and use holistic planning and solutions for life, health and wealth. Responsibilities: Meet with...
-
Chief Executive Officer
1 month ago
Cedar Rapids, Iowa, United States Aspen Leadership Group Full timeAspen Leadership Group is proud to partner with Orchestra Iowa in the search for a Chief Executive Officer. Reporting to the Board of Directors through the Chair, the Chief Executive Officer will serve as a creative, visionary leader, maximizing the resources of Orchestra Iowa and partnering with the Music Director to develop and produce high quality...
-
Chief Executive Officer
1 month ago
Cedar Rapids, United States Aspen Leadership Group Full timeAspen Leadership Group is proud to partner with Orchestra Iowa in the search for a Chief Executive Officer. Reporting to the Board of Directors through the Chair, the Chief Executive Officer will serve as a creative, visionary leader, maximizing the resources of Orchestra Iowa and partnering with the Music Director to develop and produce high quality...
-
Admin Assistant
3 weeks ago
Cedar Rapids, Iowa, United States Arbor Pro Tree Experts Full timeJob descriptionArborPro Tree Experts is looking for an Admin/receptionist with at least 1 year office experience who wants to join our small office teamWe offer great benefits, a fun but hard-working environment, paid vacation and more.If you are interested in working in an office full-time please send in your resume and cover letter There is NO remote or...
-
Special Edcuation Compliance Officer
6 days ago
Cedar Rapids, United States College Community School District Full timeSpecial Edcuation Compliance Officer - District Wide JobID: 3550+ Position Type:Special Education/ Special Education Coordinator+ Date Posted:4/23/2024+ Location:District Office+ Date Available:07/01/2024Minimum requirements:+ A Bachelor's Degree in Special Education or related field.+ A minimum of five years experience working in the field of Special...
-
Special Edcuation Compliance Officer
2 weeks ago
Cedar Rapids, United States College Community School District Full timeSpecial Edcuation Compliance Officer - District Wide JobID: 3550 + Position Type: Special Education + Date Posted: 4/23/2024 + Location: District Office + Date Available: 07/01/2024 Minimum requirements: + A Bachelor's Degree in Special Education or related field. + A minimum of five years experience working in the field of Special Education through a...
-
Special Edcuation Compliance Officer
7 days ago
Cedar Rapids, United States College Community School District Full timeSpecial Edcuation Compliance Officer - District Wide JobID: 3550 + Position Type: Special Education/ Special Education Coordinator + Date Posted: 4/23/2024 + Location: District Office + Date Available: 07/01/2024 Minimum requirements: + A Bachelor's Degree in Special Education or related field. + A minimum of five years experience working in the field of...
-
Warehouse Associate: Quest
2 weeks ago
Cedar Rapids, United States Motion & Control Enterprises LLC Full timePOSITION SUMMARY Warehouse Associates will perform various activities such as receiving, sorting, loading and unloading, and shipping products. They will organize stock, maintain inventory, and process, pack, and ship orders. Keen attention to detail is a must. ESSENTIAL DUTIES Assist in shipping and receiving, unloading trucks, and checking in product ...
-
Warehouse Associate: Quest
1 week ago
Cedar Rapids, United States Motion & Control Enterprises LLC Full timePOSITION SUMMARY Warehouse Associates will perform various activities such as receiving, sorting, loading and unloading, and shipping products. They will organize stock, maintain inventory, and process, pack, and ship orders. Keen attention to detail is a must. ESSENTIAL DUTIES Assist in shipping and receiving, unloading trucks, and checking in product ...
-
Warehouse Associate: Quest
3 weeks ago
Cedar Rapids, United States Motion & Control Enterprises LLC Full timePOSITION SUMMARY Warehouse Associates will perform various activities such as receiving, sorting, loading and unloading, and shipping products. They will organize stock, maintain inventory, and process, pack, and ship orders. Keen attention to detail is a must. ESSENTIAL DUTIES Assist in shipping and receiving, unloading trucks, and checking in product ...
-
Warehouse Associate 1 shift
3 weeks ago
Cedar Rapids, United States Motion & Control Enterprises Full timeJob DescriptionJob DescriptionPOSITION SUMMARYWarehouse Associates will perform various activities such as receiving, sorting, loading and unloading, and shipping products. They will organize stock, maintain inventory, and process, pack, and ship orders. Keen attention to detail is a must.ESSENTIAL DUTIESAssist in shipping and receiving, unloading trucks,...
-
Travel Cytotechnologist
1 week ago
Cedar Rapids, United States Summit Medical Staffing Allied Full timeSummit Medical Staffing Allied is seeking a travel Cytotechnologist for a travel job in Cedar Rapids, Iowa.Job Description & RequirementsSpecialty: CytotechnologistDiscipline: Allied Health ProfessionalStart Date: 05/28/2024Duration: 13 weeks40 hours per weekShift: 8 hours, daysEmployment Type: TravelPerks: Weekly Pay 401K Retirement Plan Mileage...
-
Travel Cytotechnologist
2 weeks ago
Cedar Rapids, United States Summit Medical Staffing Allied Full timeJob DescriptionSummit Medical Staffing Allied is seeking a travel Cytotechnologist for a travel job in Cedar Rapids, Iowa.Job Description & RequirementsSpecialty: CytotechnologistDiscipline: Allied Health ProfessionalStart Date: 05/28/2024Duration: 13 weeks40 hours per weekShift: 8 hours, daysEmployment Type: TravelPerks: Weekly Pay401K Retirement...
-
Planning & Scheduling Assistant
1 month ago
Grand Rapids, United States Andronaco Industries Full timeANDRONACO INDUSTRIES, located in Kentwood, MI, is actively looking for a Planning & Scheduling Assistant to join our team! Don't miss out on this great opportunity to grow with us! This is an onsite position with a schedule of Monday-Friday (8am-5pm - 40-45hr work weeks). We offer great benefits, such as 11.5 Paid Holidays, Paid Time Off, Sick & Flex Time...
-
Account Technician
1 week ago
Cedar Rapids, United States Linn County, IA Full timeLinn County is committed to creating a Customer-Center Culture placing our internal & external customers at the center of everything we do! Why do we do this? We get that question a lot. The answer is simple: We want our customers to have a positive experience. Our co-workers are customers too. Exceptional internal customer satisfaction leads to exceptional...
-
Security Officer Full Time
6 days ago
Grand Rapids, United States Allied Universal® Full timeSecurity Officer Full Time **Overview**: Allied Universal®, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We...
-
Security Officer Full Time
4 weeks ago
Grand Rapids, United States Allied Universal® Full timeSecurity Officer Full Time **Overview**: Allied Universal®, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We...
-
Cedar Rapids, United States The Curare Group Full timeWe are seeking a Orthopedic Spine specialist in Cedar Rapids, Iowa. Come enjoy this lively city culture featuring nationally recognized Czech and Slovak cultural museums and libraries. Call today for details! Practice details include: Multi Specialty Group Employee Competitive Annual Salary Signing Bonus available, contact us for details Relocation...
-
Senior Account Clerk
1 week ago
Cedar Rapids, United States Linn County, IA Full timeLinn County is committed to creating a Customer-Center Culture placing our internal & external customers at the center of everything we do! Why do we do this? We get that question a lot. The answer is simple: We want our customers to have a positive experience. Our co-workers are customers too. Exceptional internal customer satisfaction leads to exceptional...
