RSG Recordkeeper

Chemung Canal Trust Com • Elmira, NY

10h • $19 - $29

About The Position

At the heart of our success is a team of passionate, skilled, and dedicated individuals. We’re on the lookout for people who thrive on delivering exceptional customer service and building lasting client relationships. Our culture is built to attract top talent, celebrate performance, and fuel professional growth. As a proud community bank, we believe in giving back to the neighborhoods we serve. Supporting local events and organizations across our 14-county footprint isn’t just something we do, it’s who we are. It’s our way of saying thank you to the people who make this region an incredible place to live, work, and grow. Interested in making a difference while building a rewarding career? We invite you to review the job description below and apply today. We look forward to learning more about you.

Requirements

• minimum of three years’ experience in related position required.
• Proficient interpersonal skills in dealing with clients and all levels of management.
• Intermediate to Advanced level skill in Microsoft Word, Excel and PowerPoint; proficient spelling, grammar and composition skills.
• Close attention to detail and good organizational and time management skills.
• Excellent written and oral communication skills.

Nice To Haves

• BA or BS degree in related field of study preferred
• ASPPA QKA designation preferred.
• Experience with the FIS Relius Administration System preferred.

Responsibilities

• Performs all recordkeeping functions for a variety of retirement plans/participants in an accurate, timely and efficient manner, including balancing, posting transactions, etc.
• Performs a variety of duties to support the Retirement Services Group function; Ensures that all trust and related recordkeeping activities are efficiently and accurately performed; Performs operational tasks for supervisor and others, as assigned; Serves as back-up for various desks and/or responsibilities within the department, as assigned.
• Performs recordkeeping and balancing responsibilities on a scheduled basis to provide timely and accurate information for participant statements and applicable reports, including distributions, transfers, vesting, plan provision and testing compliance.
• Verifies allocations (contributions and earnings); Prepares checks for monthly payments and distributions and balances appropriate accounts.
• Prepares and/or assist in preparing required government reports for individual and plan documentation;
• Data entry of contributions and loans for various plans; Updates account investment information in the event of name changes, stock splits/mergers; Communicates with plan participants with regard to loans, benefit payouts, etc.
• Performs beginning and end of day balancing, as required; Assists in statement preparation as needed; Distributes reports to appropriate Division personnel.
• Assists the Plan Managers with the preparation of annual compliance tests, Form 5500-SF, and reconciliations for large plan form 5500 filers.
• Assists with the set-up in Relius for start-up and takeover Plans. Works with the Plan Manager to load and review data uploads during the conversion and new plan set-up.
• Conforms to General Performance Expectations as identified for all employees.

Benefits

• Profit Sharing/401K Plan
• Health, Dental & Vision Insurance
• Tuition Reimbursement
• Paid time off
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level