Accountable for the proactive and consultative delivery of LT Trust services while exceeding established Service Level Agreements (SLA’s).
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 ever 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 to their 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, manage and accurately manage AST e-mail queues and phone inquiries.
All other duties as assigned
LT Trust Company is a privately held, rapidly growing 401(k) recordkeeping and administration firm headquartered in Denver, Colorado. We offer a true open architecture 401(k) platform that gives advisors and plan sponsors the ability to choose the best of breed investments from any fund family with very competitive fees. In response to an influx of new business, LT Trust is looking to expand our team by hiring talented individuals that can provide excellent service to our clients.
Role: Sr. 401k Client Service Manager