At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.
Join a team that has received numerous awards for being a top place to work:
TruStage awards and recognition
Job Purpose:
This position is responsible for providing payroll onboarding, payroll file assistance, integration of payroll vendors for our client, presentation of payroll to prospective clients This role has day to day contact with Plan Sponsors, Financial Advisors, Payroll Vendors, and internal partners to assist with the payroll process. This position is responsible for ensuring client satisfaction with processing payroll and making sure that the correct information is submitted. The proper coordination of services will create an environment to deliver excellent customer service to meet client expectations resulting in continued retirement plan growth and contribution to company's surplus. Should have a working knowledge of Plan Compensation, eligibility, excluded employees work within the different plan types we service.
Job Responsibilities:
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Provide expertise and guidance in the area of payroll service and conservation of retirement plans.
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Act as an advocate for our existing clients representing their interests in Retirement Operations. Create an environment of excellent customer service.
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Meet or exceed the written SLA policy
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Provide excellent customer service to retain clients, financial advisors and plan assets.
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Serve as key contact for field staff in the assigned Marketing Divisions. Provide expertise and guidance regarding sales, service and conservation of plans.
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Risk mitigation through clear documentation
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Job Requirements:
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Bachelor's degree in Business or Insurance or equivalent trade-off in related professional work experience.
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4 years of retirement plan experience
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Demonstrated knowledge of retirement plan administration concepts, policies and procedures.
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Demonstration of effective presentation, oral and written communication skills.
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Demonstration of effective interpersonal and customer focused skills.
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Demonstration of effective analytical, organizational and planning skills.
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Demonstration of effective leadership skills.
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Completed RPF
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Complete DC-1 and DC-2 to achieve QKA
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If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
$59,600.00 - $89,400.00
At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.
Accommodation request
TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the
accessibility
department.