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Retirement Plans Trust Officer
WY, WYRetirement Plans Trust Officer, Casper, WY
This person will be responsible for administering trust client IRAs and employee benefit retirement plans as well as counseling clients regarding retirement plan design. Portfolio of over $300MM (40 clients) will be provided to start. The ideal candidate will have administration experience with a strong understanding of retirement and pension plans including (but not limited to) 401(k), Profit Sharing, Simplified Employer Plans, and SIMPLE plans. Strong knowledge of plan design, pension laws, and compliance issues will be needed. Certified Retirement Services Professional (CRSP) designation is preferred but not required. Excellent compensation and benefits program.
This person will be responsible for administering trust client IRAs and employee benefit retirement plans as well as counseling clients regarding retirement plan design. Portfolio of over $300MM (40 clients) will be provided to start. The ideal candidate will have administration experience with a strong understanding of retirement and pension plans including (but not limited to) 401(k), Profit Sharing, Simplified Employer Plans, and SIMPLE plans. Strong knowledge of plan design, pension laws, and compliance issues will be needed. Certified Retirement Services Professional (CRSP) designation is preferred but not required. Excellent compensation and benefits program.
Meg Burvainis
VP Banking Division
The Executive Group
meg@exegrp.net
800-755-5161
www.executivegroup.biz
VP Banking Division
The Executive Group
meg@exegrp.net
800-755-5161
www.executivegroup.biz