Recordkeeping Specialist

3 days ago

Sioux City, IA, United States SNB Full time
Are you looking for a career opportunity that allows you to grow your expertise in retirement plan administration?

At Security National Bank, if there is one belief we hold together as a team, it's that everything matters. From the words we say, to the way we dress, to the decisions we make and the actions we take - every single thing we do matters. Why? Because we recognize the inherent value of each individual, and the potential of what each person can become. We realize every one of life's interactions is an opportunity to help someone reach that potential. This is why we treat even the smallest details of life and banking with careful thought and attention. If you aspire to do the same, we'd like you to advance your career with us at SNB.

We are searching for a detail-oriented team member to support the daily operations of our employee benefit plans. In this role, you'll help with plan administration, annual testing, reporting, and client support. You'll work closely with administrators, advisors, and auditors to keep plans running smoothly and in compliance.

Values Matter. We stand for excellent service and care about doing what's right. We're seeking a detail-oriented professional with a strong commitment to accuracy, integrity, and client service. The ideal candidate takes pride in supporting others, enjoys working with numbers and compliance, and is dedicated to making a positive difference in our customers' lives and the communities we serve.

KEY RESPONSIBILITIES:

This Recordkeeping Specialist is responsible for the daily maintenance of the Retirement Plan Services recordkeeping system within the Wealth Management division. In collaboration with the investment management team, the recordkeeping specialist will assist in all phases of routine account administration.
  • Process all participant distributions by reviewing paperwork, verifying vested balances and signatures, monitoring force-out eligible accounts, and ensuring compliance with all regulatory requirements.
  • Provide back-up support to all Recordkeeping functions, with primary focus on the Distribution and Trading desks.
  • Support and coordinate annual compliance activities by verifying participant data for testing and contributing to the preparation of annual tax forms.
  • Respond to client inquiries from the internal phone line, process transfer requests, and ensure timely follow-up documentation.
  • Perform audits of generated tax forms against distribution activity and monitor outstanding distribution checks each month to ensure accurate reconciliation.
  • Support complex plans and coordinate special projects or other assigned duties
Secondary Task:
  • Provide back-up and support for the contribution desk, including processing retirement plan contributions and insurance premium payments in accordance with established procedures.
  • Monitor plan activity, including forfeiture balances, pending transactions, loan balances, and miscellaneous fund activity, ensuring timely follow-up with plan sponsors as needed.
  • Assist with plan sponsor support functions, including training, file layout guidance, new participant enrollments, and follow-up tasks.
  • Support administrative platforms by managing access, training users, and providing back-up for anti-money laundering reporting.
  • Participate in plan audits, perform participant maintenance, and assist with special projects or other duties as assigned.
EDUCATION AND EXPERIENCE:
  • High school diploma or equivalent
  • 2 years professional office experience
  • Strong verbal and written communication skills
  • Fluent written and verbal Spanish skills are strongly preferred
  • Accuracy and meticulous attention to detail required
  • Excellent oral, written, and interpersonal communication skills
  • Ability to navigate multiple computer systems and programs with working knowledge of Word and Excel
  • Ability to manage multiple requests simultaneously, meet deadlines, and adapt to shifting needs
  • Team-oriented and the ability to work collaboratively across all levels of the organization
  • Service-oriented, polite, and respectful
  • Advanced problem-solving and analytical skills
  • Ability to take direction and instruction and follow through independently until project completion


HOURS:

Regular business hours, Monday through Friday.

BENEFITS:

We offer a comprehensive benefit package to our employees including medical, dental, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.

ABOUT SECURITY NATIONAL BANK:

Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis - and emerge as the region's most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing what's right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable.

Security National Bank is an Equal Opportunity, Affirmative Action Employer. Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.

LEARN MORE:

https://www.snbonline.com/about/employment-opportunities

LOCATION:

Sioux City, IA

Main Bank

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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