Administrative Customer Service - Trinity Pension Consultants

If you enjoy providing excellent customer service, following detailed processes, and are looking for a rewarding career with a growing company, Trinity Pension Consultants might be the right place for you!

Trinity Pension Consultants, Inc. is a leading regional, independent and non-producing Third-Party Administration firm located in Akron, Ohio and has regional locations in Columbus, OH; Cincinnati, OH; Louisville, KY; Indianapolis, IN; Nashville, TN; Detroit, MI; and Kansas City, MO. Trinity collaborates with retirement plan sponsors and their associated financial professionals in delivering a highly effective administration and compliance solution for their employer sponsored retirement plan. 

 

What Our Retirement Plan / Distribution Processors are responsible for:

• Communicating and coordinating with customers and stakeholders regarding distribution requests in an accurate, timely, professional, and courteous manner.
  


• Reading, interpreting, and applying regulations and legal documents; staying current on changing regulations.
  


• Utilizing math skills to run various calculations.
  


• Ensuring timely processing of transactions.
  


• Becoming an expert in Trinity’s systems, processes, procedures, service standards, and qualified retirement plan distribution options.
  


• Accurately billing for participant distributions.
  


• Assisting with cross-departmental functions as needed.
  


• Assisting with various operational projects as deemed necessary by management.
  


• As a member of Trinity Pension Consultants, all employees are responsible for providing assistance wherever necessary to help the department and the Company in achieving their goals.
  

Requirements

Who You Are:

• Dedicated to client retention is a must!
  
• Able to manage office functions efficiently, organize work, establish priorities and maintain good interpersonal relations.
  
• Able to learn, apply, and explain new technical knowledge in a simplified manner.
  
• An outstanding communicator and possess intermediate computer/software skills.
  
• An individual who demonstrates trustworthiness, adaptability, and responsiveness.
  

 

Must Haves:

• Residence in or willing to relocate to Northeast Ohio.
  
• Prior experience with qualified retirement plans, preferred.
  
• Bachelor’s Degree in related field, preferred.
  
• Well-developed verbal and written communication and listening skills.
  
• Proficient computer / software skills, including MS Office (Word, Excel, Outlook).
  
• Demonstrated attention to detail and accuracy; multi-tasking and prioritizing skills.
  
• Discipline and drive to stay focused and motivated with limited supervision.
  
• Ability to work in a team environment as well as independently.
  
• Willingness and ability to complete ASPPA’s Retirement Plan Fundamentals 1 and 2 courses.
  
• Ability to work on-site during normal business hours. 
  
• Ability to work full-time (30 to 40) hours per week with occasional overtime.
  

Benefits

Why Join Our Team?

• Work on challenging and interesting problems, and strive to do the right thing, the right way and continually improve.
  
• We are a true partner to our clients.
  
• Our team is constantly learning, both individually and as an organization, and truly value hearing our team member’s unique perspectives, insights, and opinions.
  
• We are a growing business with career development and career pathway opportunities.
  
• We encourage a strong partnership between managers and team members that ensures high performance and continuous professional and personal growth.
  
• We strongly believe in promoting from within, and look first to our internal talent for open opportunities.
  

 

In return, Trinity Pension Consultants offers:

• Salary dependent on experience
  
• Paid Time Off (PTO)
  
• Seasonal shortened workweeks or 4 - 10 hour days
• Paid Holidays
  
• 401(k) retirement plan
  
• Medical, Dental, Vision, H.S.A. effective Day 1
  
• Life Insurance, LTD, STD
  

 

All qualified applicants will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

 

Currently, we are not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. 

 

This job description is not all inclusive.

What Our Administrative Customer Service (Retirement Plan Distribution Processors) are responsible for: • Communicating and coordinating with customers and stakeholders regarding distribution requests in an accurate, timely, professional and courteous manner. • Reading, interpreting, and applying regulations and legal documents; staying current on changing regulations. • Utilizing math skills to run various calculations. • Ensuring timely processing of transactions. • Becoming an expert in Trinity’s systems, processes, procedures, service standards, and qualified plan distribution options. • Accurately billing for participant distributions. • Assisting with cross-departmental functions as needed. • Assisting with various operational projects as deemed necessary by supervisor. • As a member of Trinity Pension Consultants, all employees are responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals. Who You Are: • Dedicated to client retention is a must! • Able to manage office functions efficiently, organize work, establish priorities and maintain good interpersonal relations. • Able to learn, apply and explain new technical knowledge in a simplified manner. • An outstanding communicator and possess intermediate computer/software skills. • An individual who demonstrates trustworthiness, adaptability and responsiveness. Must Haves: • Residence in or willing to relocate to Northeast Ohio. • Prior experience with qualified retirement plans, preferred. • Bachelor’s Degree in related field, preferred. • Well-developed verbal and written communication and listening skills. • Proficient computer / software skills, including MS Office (Word, Excel, Outlook). • Demonstrated attention to detail and accuracy; multi-tasking and prioritizing skills. • Discipline and drive to stay focused and motivated with limited supervision. • Ability to work in a team environment as well as independently. • Willingness and ability to complete ASPPA’s Retirement Plan Fundamentals 1 and 2 courses.