EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.
What you will do:
Accountable for the proactive and consultative delivery of American Trust’s services while exceeding established Service Level Agreements (SLAs).
Responsible for the overall client relationship experience, including building and maintaining strong relationships with plan sponsors, advisors, and TPAs.
Monitor all plan administration functions (plan amendments, tax reporting, and compliance) while ensuring recordkeeping processes are executed with quality and accuracy, on-time, every time.
Provide training assistance to Advisors, Plan Sponsors, and or TPA Partners (payroll submission, fund changes, loan and distribution processing, compliance testing, etc.).
Participate in Advisor/Client conference calls and or meetings as needed.
Research complex and sensitive service inquiries while seeing them through to resolution.
Ensure ongoing adherence to company polices and regulatory guidelines.
Help streamline, develop, and implement new departmental policies/procedures, workflows, and service enhancements when directed.
Effectively and efficiently respond to and manage team e-mail and phone queues.
Additional duties and responsibilities as assigned.
What you bring:
Minimum of 1-3 years of 401(k) /defined contribution plan recordkeeping experience
Demonstrated ability to handle customer service issues to their resolution
Working knowledge of ERISA, IRS and DOL regulations
SunGard Relius Administration and 401(k) recordkeeping experience preferred
Working knowledge of Microsoft Office and Teams suite
Have strong written and verbal communication skills
Team player with the ability to work under pressure
Employees are eligible to participate in company benefits including health, dental, and vision insurance on the first of the month after their hire date. The company also provides a 401(k) plan with company match, group life insurance, short- and long-term disability, as well as additional voluntary benefits for employees to elect participation in.