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Employee Benefits Assistant

3 weeks ago

Midland, Texas, United States Tri-Star Trust Full time

People are our business. Our clients' families and futures are the focus of all our personalized wealth management solutions at Tri-Star. We believe everyone deserves to move their financial life forward, make well-informed decisions, and fulfill their financial vision.

We continue to see tremendous growth in our client base and a rapidly growing demand for our services. Our firm provides comprehensive investment and financial planning services to high-net-worth individuals and families. We are seeking a detail-oriented Employee Benefits Assistant to join our team.

Job Summary:

The Employee Benefits Assistant is primarily responsible for supporting ongoing relationships with retirement plan sponsors and participants while upholding fiduciary responsibility. Duties include administrative preparation, record keeping and resolving participant/plan sponsor inquiries and requests.  

Responsibilities:

·Support the effective and efficient management of daily workflow and processes in all aspects of account management.

·Assist with monitoring of administrative review schedule.

·Maintain ongoing open communication with plan sponsors, participants and outside vendors.

·Assist with the development of professional presentations based on specific client needs (sales, education, etc.).

·Prepare or assist with preparation of reporting; performs basic information gathering, analysis, and forecasting.

·Monitor and receipt client quarterly fees to ensure timely and accurate recordkeeping. In addition, process manual fee invoices.

·Assist in the transfer process for consolidating outside retirement accounts (rollovers).

·Maintain and update files, databases, records, and account openings related to client services.

·Schedule and coordinate meetings, events, appointments, or similar activities for the Employee Benefit Associates.

·Provide secondary administrative support for the bank such as answering phones, assisting and greeting visitors, and resolving a range of administrative inquiries.

·Prepare materials for ongoing education meetings, enrollment meetings, proposals, newsletters and other personal finance education to ensure the Relationship Manager is ready to present.

·Assist participants in various aspects of their accounts and retirement planning.

·Conduct analysis for retirement planning for clients (GAP).

·Run daily, monthly, and quarterly reports for client accounts to update all retirement plan balances

·Continuously monitor investment tracking and reviews (fi360 and Morningstar).

·Ensure account compliance with all fiduciary policies, laws and regulatory requirements.

·Provide continuous education for clients on their 401(k), including enrollment, investments, contributions, personal finance, etc.

·Coordinate with recordkeepers to make any plan level fund changes, along with allocation changes to model portfolios.

·Monitor loans, payrolls, distributions to assist plan sponsors with plan compliance.

·Assist Relationship Managers with the analysis, cost comparison and proposal for prospective clients.

·Update client mastery of tasks within internal trust accounting system for pension plans

·Execute ACH transfers and receipting of cash.

·Other duties as assigned.

Required Skills/ Abilities:

·The ability to understand and learn multiple software platforms and the integration with each other.

·Proficient in Microsoft Office Suite.

·Excellent verbal and written communication skills.

·Proven experience building and maintaining relationships.

·Ability to learn and work with trust accounting system and financial accounting software.

Education and Experience:

·Bachelor's degree in Finance, Business, or related field.

·1-2 years' experience in Finance or Accounting, preferred

Why Tri-Star?

  • We invest in genuine relationships, both inside and outside our firm – you'll quickly notice what makes our people special.
  • We act in good faith and hold ourselves to a higher fiduciary standard.
  • We adhere to a Higher Purpose that is a driving force in our culture: 
    Building caring, genuine relationships that strengthen families and transform our communities.
  • Tri-Star has proudly given back an average of 10% of our earnings annually as grants/donations to the communities we serve.
  • We currently serve over 1,100 relationships and manage over $3 billion in client assets while maintaining 99% client retention.
  • Please visit our website at to learn more.

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Vision insurance
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Referral program