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Institutional Client Support Coordinator

2 months ago

Dubuque, Iowa, United States First Community Trust Full time
Job Overview

Why Choose First Community Trust (FCT)?

At FCT, we prioritize people. Our commitment extends from our clients to our employees, ensuring that we foster a supportive environment for everyone.

As a nationally chartered trust company, FCT provides investment, retirement, and trust services primarily through credit unions. We manage over $1.3 billion in assets for our retail and institutional clients. With a focus on growth, we are looking for dedicated team members who take pride in their contributions to the firm's stability and expansion.

The Institutional Support Specialist plays a crucial role in managing the operational and new business support functions within the Institutional Division. This includes coordinating and assisting in the management of current Institutional clients and the development of new partnerships, including those with credit unions. If you are detail-oriented and driven by customer service, we encourage you to consider this opportunity.

Key Responsibilities

  • Deliver daily operational support for 401(k) plans.
  • Oversee routine client checklists.
  • Stay informed on policies and procedures relevant to 401(k) plans.
  • Engage in activities that ensure compliance with ERISA and other regulations.
  • Act as the primary contact for participant service requests, including distributions, account modifications, and investment inquiries.
  • Respond promptly to participant phone calls, addressing inquiries and resolving issues with professionalism.
  • Maintain a record of participant requests and their resolutions.
  • Prepare sales presentations, proposals, and partnership implementation materials.
  • Collaborate with various FCT departments to gather information for reviews, proposals, and management reports.

Qualifications

  • Bachelor's degree or equivalent experience.
  • Experience and knowledge in 401(k) administration, financial planning, or wealth management preferred.
  • Basic understanding of administrative and operational functions in a professional office setting.
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
  • Exceptional interpersonal skills, both oral and written.
  • Strong attention to detail along with conceptual and cognitive abilities.
  • Self-motivated with the capability to work independently and collaboratively.

*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 regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.