Overview Job Title: Retirement Plan Services Administrator Rockland Trust is currently seeking a Retirement Plan Services Administrator. This individual is responsible for supporting Retirement Plan Services Relationship Managers and Plan Sponsors with the administration and operation of RTC-advised retirement plans. This role requires a minimum of one year of experience supporting Relationship Managers, including management and reporting through SEI and other Enterprise/Rockland Trust management tools. The position involves assisting with fiduciary review materials, onboarding new client relationships, collaborating with recordkeepers, and responding to client inquiries to ensure accurate, timely, and compliant plan operations. Key Responsibilities Client & Relationship Support Provide daily operational support to Relationship Managers on RTC-advised retirement plans. Support the installation and onboarding of new Rockland Trust relationships. Extract, prepare, review, and distribute monthly/quarterly departmental management reports. Track monthly account reviews and maintain proper fiduciary documentation. Ensure all financially dependent transactions are executed accurately and on time to minimize risk. Support the RPS team in delivering outstanding service to promote client retention. Plan Operations Process retirement plan contributions, withdrawals, and pension distributions for managed accounts. Ensure distributions from managed accounts are processed on time and accurately. Maintain proficiency with RTC systems (e.g., Pay 3000, SEI) to ensure smooth plan operations. Fiduciary & Sales Support Assist Relationship Managers with preparation of fiduciary review and sales materials. Coordinate with recordkeeping partners to collect operational and fee reporting. Ensure service levels meet Rockland Trust's standards, contributing to high client persistency. Management Reporting Prepare monthly and quarterly reports on asset flows within RTC-advised retirement plans. Maintain RTC Daily Valuation and Pooled/Managed Plans reporting. Deliver timely management reports (within 5 business days post-month/quarter end). Performance Expectations Satisfactory results in internal and external audits. Minimal client and beneficiary complaints or inquiries. High client retention and persistency. Timely, accurate reporting and transaction processing. Qualifications Minimum 1 year of experience supporting Relationship Managers in a financial services environment. Working knowledge of trust reporting and other Rockland Trust management tools. #J-18808-Ljbffr Rockland Trust
...Job Description Job Description If youre ready to positively change your real estate career in 2025 and moving forward, youre going to want to keep reading. The Hester Group has more leads than we can handle - its a really niche problem to have - our performance...
...first 25 applicantsA career within Internal Audit services, will provide you with an... ...changing world, each and every one of us at PwC needs to be a purpose-led and values-driven... ...future.ResponsibilitiesAs a Senior Associate, you'll work as part of a team of problem...
...manufacturer, in addition to the drilling side of the business. Our McKees Rocks (Pittsburgh) manufacturing location is seeking a machine operator to join our team! We offer competitive benefits (medical, vision, dental) as well as Short Term disability, 401k, and...
An established telecommunications company seeks a Mobile Associate for its retail team in Folsom, CA. The position focuses on engaging with customers, demonstrating product benefits, and exceeding performance targets. Candidates should possess a high school diploma, have...
...Finance division is responsible for the financial, procurement & administrative services that support agency-wide operations. The Procurement... ...pursuing a degree in Business Administration, Finance, and/or Public Administration highly preferred. - High level of technical...