Trust Administrator (Full Time) - Victoria
On-siteVictoria, Texas, United States
Job Summary
Communicate with plan sponsors to maintain relationships and support annual enrollment and education meetings. Assist with compliance processes including nondiscrimination testing, Form 5500 reviews, and required disclosures while monitoring plan documentation for ERISA, IRS, and DOL regulations. Respond to inquiries regarding plan activity and trust balances, participate in audits, and coordinate distribution of terminated employee balances. Attend Trust Committee meetings and build professional relationships with bank officers and legal professionals. Maintain current knowledge of ERISA laws and ensure confidentiality of sensitive data. Work Monday through Friday from 8:00 AM to 5:00 PM, 40 hours per week.
Required Qualifications
- Bachelor's Degree (B.B.A.) in Accounting, Finance, Business Administration, Law Degree, or related field
- Understanding of ERISA, Department of Labor, and IRS regulations regarding employee benefit plans
- 2-4 years of experience in 401(K) plan administration, trust administration, or retirement services
Desired Qualifications
- Professional certifications preferred but not required: Certified Trust and Financial Advisor (CTFA), Certified Employee Benefit Specialist (CEBS), or other similar designations
- Solid understanding of qualified retirement plans, trust accounting, and ERISA compliance
- Familiarity with retirement plan platforms (e.g., Relius, Ascensus, FIS, EPIC, etc.)
- Proficiency in Microsoft Excel and accounting/reporting tools
- Excellent communication and organizational skills
- Ability to prioritize and manage multiple deadlines
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