JOB SUMMARY:

The Institutional Retirement Service Representative facilitates the efficient operations of the of the Institutional Trust Operations department and serves as the day-to-day contact for Third Party Administrators / Record-Keepers

SKILLS/ABILITIES:

• Bachelor’s degree in related field preferred
• 3 to 5 years of experience in a Client Support / Retirement Industry position
• Excellent verbal and written communication skills
• Excellent interpersonal and customer service skills
• Interact with clients in a consultative way
• Proficient in Microsoft Office or related software
• Excellent organizational skills and attention to detail
• Ability to work independently and as a team

• Monitor MATC web site and phone calls
• Respond to and resolve client inquiries
• Establish and review client accounts and the necessary documentation
• Work with fund companies to get accounts established quickly
• Monitor and process client account workflow
• Complete fund applications
• Coordinate meetings and agendas
• Conduct web-based demos
• Actively participate in client meetings or conference calls
• Document internal operating procedures
• Represent the company and its services professionally and with polish
• Address trading communication issues
• Familiarize your self with the other departments and roles
• Learn and understand regulatory and compliance issues related to client on-boarding
• Assist with reconciling accounts to meet statement deliverables
• Respond to auditor requests
• Perform data entry
• Become well versed in the MATC Trust system (TNS)
• Assist with asset transfers cross-departments