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Retirement Plan Specialist

Company: Cornerstone Private Asset Trust Company
Location: Champlin
Posted on: November 11, 2019

Job Description:

Retirement Plan SpecialistCornerstone Private Asset Trust Company, LLC - Bloomington, MN We are:Cornerstone Private Asset Trust Company, LLC, is a boutique trust company that helps businesses and individuals implement estate planning goals and transition wealth from one generation to the next. We provide services above and beyond those of a traditional trust company by focusing on the individual nature of each client and their long-term goals. One niche area we work in is company retirement plans. Cornerstone works with companies to develop plans to meet the needs of the employees, the company and the owners. We specialize in working with business owners who excel at running their business but do not want to be experts in retirement planning. Cornerstone works as a retirement planning partner keeping business owners informed on the status of their plans as well as their fiduciary responsibilities for the plan. Primary Purpose: We seek a Retirement Plan Specialist interested in growing his or her career with an established, yet nimble, Trust Company. The person we seek is an energetic, charismatic, go-getter who is willing to learn the Retirement Plan business or help grow a book of business. This includes the ability and willingness to sell the Firm's services.We are looking for someone who can grow into the position and eventually be comfortable in leading the Department. This person must be committed to gaining their AIF or QPFC certification, if they don't already have it. Responsibilities include but are not limited to:

  • Serve as retirement plan and ERISA subject matter expert
  • Serves as the lead advisor for all Qualified Retirement Plans and either the lead or second advisor on all IRA accounts
  • Identify potential for new business opportunities to grow the retirement plan department
  • Work with Business owners to learn what their needs are to create and maintain a successful Retirement plan program for their company
  • Contact, correspond, advise, and resolve complex problems with clients (business owners, HR specialist for the company, and company employees) and other professionals (Third Party Administrators, Recordkeepers and other advisors like CPAs) in the course of servicing retirement accounts
  • Schedule and conduct initial enrollment meetings, annual education meetings, and annual plan sponsor reviews.
  • Work directly with other vendors such at TPA, Recordkeepers to coordinate plan services to deliver a cohesive and comprehensive offering the our clients.
  • Represent Cornerstone in business related activities, and create and retain business relationships
  • Work with business partners to resolve risk management issues
  • Coordinate with Investment Officers in the review of investment line-up for the plans or investment allocation for IRA accounts.
  • Obtain, review, and maintain appropriate documentation on accounts
  • Responsible for the success of the client relationship, managing the client review process, and managing the client experience Required Qualifications and Skills:
    • Minimum 1-3 years of retirement plan experience preferred
    • Ability and willingness to obtain their AIF or QPFC certifications if not already obtained
    • Expertise in retirement plans, ERISA law, and familiarity with Investments and retirement readiness principals
    • Skilled in reading and interpreting plan documentation
    • Drive to build the organization and service clientele
    • Excellent organizational and interpersonal skills
    • Demonstrated ability to manage multiple tasks simultaneously and problem solve
    • Strong written and communication skills
    • Professional demeanor and appearance necessary at all times
    • Meticulous attention to detail and strong follow-up skills
    • Ability to learn new computer programs or experience using programs such as Worldox, Junxure, Infovisa
    • Capability of working in a fast-paced environment and meeting deadlines
    • Demonstrated team player with a positive attitude
    • Ability for travel as needed (there will be some travel involved) Who Should Apply:-- If you like the small firm environment, you should apply.-- If your work experience as a Retirement Specialist is in the 1-3 years range, you should apply.-- If you are looking for an opportunity that will challenge you and allow you to grow, you should apply.-- If working in a fast-paced but friendly and collegial atmosphere is appealing to you, you should apply.-- If you are driven, detail oriented, and have the ideas and enthusiasm to grow personally and professionally, you should apply.-- If you are a self-starter, have self-confidence, take initiative, have internal motivation, and are a problem solver who is not afraid to ask questions, you should apply. -- If solving problems and building processes are a passion of yours, you should apply.-- If you would prefer to work directly with decision makers instead of middle managers and bureaucracy, you should apply.-- If you want to have a direct impact on the client experience, you should apply. Who Should Not Apply:-- If your total compensation expectations are higher than $60,000 per year, this is not the role for you.-- If you are looking for a very structured environment with a very structured daily routine, Cornerstone will not be a good fit for you. We offer a comprehensive compensation and benefits package, to include health, dental, life, short term disability, PTO, paid holidays, and 401k retirement savings program.

Keywords: Cornerstone Private Asset Trust Company, Minneapolis , Retirement Plan Specialist, Other , Champlin, Minnesota

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