Job Description – Retirement Plan Services Administrator

SECURITY NATIONAL TRUST COMPANY is a Federally charter bank that performs only fiduciary services such as trust administration, executorship services, retirement plan administration (including IRAs) and serving as investment management agent. We have an immediate opening for a Retirement Plan Services Administrator. This position is located in either our Wheeling, West Virginia office or, our Southpointe, Canonsburg, Pennsylvania office.

Work responsibilities for this position include the following

· – Oversee the day-to-day operations of Individual Retirement Accounts (IRAs) and retirement plans, including 401(k), pension, and other defined contribution plans. Assist clients in meeting all IRS and Department of Labor deadlines. Prepare Form 5500 and schedules. Draft plan documents for new clients and government required restatements. Responsible for all aspects of valuation reports, participant statements, and annual testing.

· – Meets regularly with clients and beneficiaries both on and off bank premises. Develops presentations and reports that inform the client and beneficiaries on the management of the account assets. Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

· – Grows Assets Under Management (AUM) through client satisfaction and the addition of new assets for investment to existing accounts. Prospects for new clients by asking for referrals from existing clients. Cultivates a network of other professionals and Centers of Influence who will refer new clients .

Competencies required for this role include the following:

· – Ability to effectively communicate – both spoken and written -- key concepts and investment ideas in a manner that allows for client comprehension.

· – Knowledge of approaches and techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge in diverse circumstances.

· – Ability to manage a book of accounts and to provide services and support to key clients.

· – Applies knowledge of fiduciary products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell fiduciary solutions and ideas to customers.

Work Experience

Several years of experience in retirement plan administration or a related field. Desirable professional certifications include CRSP, CRPP, CISP, and/or CMFC.

Education

A Bachelor’s degree is highly desirable, with a major in a relevant subject such as finance, accounting, economics, or business.

Disability Accommodations Statement:

The SECURITY NATIONAL TRUST CO. workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the submission process, please contact Scott Cunningham via e-mail at scunningham@snt-wv.com, or via telephone at (304) 214-1136.

Equal Employment Opportunity (EEO):

SECURITY NATIONAL TRUST CO. provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

Contact

Please send your resume and cover letter via e-mail to H. Scott Cunningham at scunningham@snt-wv.com.

Job Type: Full-time

Pay: $70,000.00 - $105,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities
• Employee stock purchase plan
• Profit sharing

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Education:

• Bachelor's (Preferred)

Experience:

• Financial concepts: 3 years (Preferred)

License/Certification:

• CRSP, CRPP, CISP, and/or CMFC (Preferred)

Ability to Commute:

• Wheeling, WV 26003 (Required)

Ability to Relocate:

• Wheeling, WV 26003: Relocate before starting work (Required)

Work Location: In person