What are the responsibilities and job description for the Relationship Manager - Retirement Plan Services position at Trust Point Inc.?
EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Recognized as a "Best Place to Work" for the 8th year in a row by Business Intelligence Group, Trust Point Inc. of Minneapolis, MN. is looking to hire a full-time Relationship Manager to join our Retirement Plan Services team. We are looking for a client-focused individual to provide timely, accurate, and responsive service to build long lasting relationships with their clients.
We offer a complete line of benefits including health, dental, life, long term disability, paid holidays and paid vacation. In addition, we also offer a very generous 401k and profit-sharing plan.
About Trust Point Inc.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year.
Learn more about our culture here: Trust Point Culture Video
A DAY IN THE LIFE OF A RELATIONSHIP MANAGER
WORK SCHEDULE
This is a full-time hybrid position working Monday-Friday, 8am-5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.
Recognized as a "Best Place to Work" for the 8th year in a row by Business Intelligence Group, Trust Point Inc. of Minneapolis, MN. is looking to hire a full-time Relationship Manager to join our Retirement Plan Services team. We are looking for a client-focused individual to provide timely, accurate, and responsive service to build long lasting relationships with their clients.
We offer a complete line of benefits including health, dental, life, long term disability, paid holidays and paid vacation. In addition, we also offer a very generous 401k and profit-sharing plan.
About Trust Point Inc.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year.
Learn more about our culture here: Trust Point Culture Video
A DAY IN THE LIFE OF A RELATIONSHIP MANAGER
- Delivering timely and accurate information to clients
- Advising clients, from both an individual and corporate perspective concerning the design and administration of all forms of qualified and non-qualified retirement plans
- Analyzing and making recommendations concerning pricing, operations, and overall relationship development opportunities
- Providing routine account administration
- Maintaining appropriate ERISA and other regulatory knowledge
- 4 Year Degree Business, Accounting, Finance or other relevant degree, required.
- 3-5 years ERISA Experience
- Certification as CRSP, CRPP, and or CEBS is desired
WORK SCHEDULE
This is a full-time hybrid position working Monday-Friday, 8am-5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.
