This position can be located inBillings, MT; branch.

What's Important to You

We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.

• Accrue and use your paid time off (PTO) immediately - no waiting period - plus paid federal holidays in addition to PTO.
• To assist employees in paying down student loan debt, we will make monthly payments of $100 directly to eligible loan service providers on behalf of our employees until the loan is paid off.
• Our retirement plan is one of the best in the region, including a 6% employer match on your 401(k). Employees (including temporary) scheduled to work 20 or more hours per week are automatically enrolled day one.
• The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve, and why we want YOU to be a part of it.

We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.

SUMMARY

This position works within a broad Wealth Management team environment in support of a differentiated experience for retirement plan client relationships. The role requires strong teamwork, relationship building and communication skills. This position is responsible for overseeing retirement plan administration and recordkeeping, ensuring compliance with legal documents, reporting requirements and government regulations, and policies. The position will require effective communication of plan benefits to sponsors and participants alike.

ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned

• Oversee day-to-day experience for retirement plan clients, including problem resolution, client service standards, interaction with recordkeeping and/or TPA partners.
• Provide proactive client service to include plan design consultation, research and analysis of plan structure and service utilization to meet employer goals. Provide continuous education of fiduciary responsibilities and applicable regulations to employer sponsors.
• Manage retirement plan relationships, in accordance with the service model, and legal governing documents.
• Actively support growth of the department through participation and monitoring of progress for new plan establishment and transition. Be a resource for questions. Coordinate education sessions for new business. Participate in new business meetings with broader team.
• Coordinate delivery of education programs to meet employer goals and objectives. May deliver group education sessions.
• Participate in client meetings through team delivery and as defined in department service standards. Maintain active calendaring and communication activities with team members in support of client relationships. Oversee preparation of client meeting materials.
• Act as a technical resource for clients and relationship team. Keep current on fiduciary and regulatory activity that could provide value to our clients.

EDUCATION and/or EXPERIENCE

Bachelor's degree (B.A.) from four-year college or university; or one to six years in Retirement Plan administration; or equivalent combination of education and experience. Travel is required.

OTHER SKILLS & REQUIREMENTS

Ability to communicate effectively in writing and in meetings and /or presentations. Ability to work well within a team environment is critical. Ability to build strong client relationships is critical. Must have good project management and organization skills. Ability to properly prioritize work loads and remains adaptable under pressure. Must be detail-oriented and have strong analytical skills. Must be organized and self-starter. Knowledge of Windows operating system, Microsoft Office (Word and Excel) and Power Point are essential for success in this position. Knowledge and experience with qualified retirement plans will be necessary in this position.

LANGUAGE SKILLS

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures or governmental regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions from groups of managers, clients, and the general public.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

REASONING ABILITY

Ability to define problems, collect data, establish facts, and draw valid conclusions. Must be able to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel and talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand; walk; climb stairs; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually low.

COMPENSATION & BENEFITS

We offer a competitive total compensation package including base salary and benefits. The pay range for this position is $63,768 to $105,217 per year (in CO), and depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills and experience, education, and geographic location. Benefits include, but are not limited to, medical, dental, vision, 401(k), and Paid Time Off, including Federal holidays. For more information regarding out benefits, please visit https://www.firstinterstatebank.com/company/about/employee-benefits.php.