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Community Trust Bancorp, Inc. (“CTBI”) is a bank holding company registered with the Board of Governors of the Federal Reserve System pursuant to Section 5(a) of the Bank Holding Company Act of 1956, as amended. CTBI was incorporated August 12, 1980, under the laws of the Commonwealth of Kentucky for the purpose of becoming a bank holding company. Currently, CTBI owns all the capital stock of one commercial bank and one trust company, serving small and mid-sized communities in eastern, northe... Read More
|Address||Ste A, 50 Weddington Branch Road Pikeville, KY|
|Holding||No Holding Details|
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Retirement Services Relationship Officer III
SECTION I - Summary of Job Responsibilities A Retirement Services Officer is responsible for supporting all aspects of day to day account administration (including: account set up; client communication, interaction with attorneys, CPAs, TPAs; coordinating asset management; receipt/disbursement of funds; record keeping functions; including valuation preparationand compliance testing; account retention; and knowledge of laws and regulations) with minimal supervision. This position assists with th...[more]
SECTION I - Summary of Job Responsibilities
A Retirement Services Officer is responsible for supporting all aspects of day to day account administration (including: account set up; client communication, interaction with attorneys, CPAs, TPAs; coordinating asset management; receipt/disbursement of funds; record keeping functions; including valuation preparationand compliance testing; account retention; and knowledge of laws and regulations) with minimal supervision. This position assists with the supervision and training of non-officers and staff, and provides support/back up when the Retirement Services Manager is unavailable.
SECTION II - Routine Daily Job Duties
X Continual focus on client retention
X Provides pro-active client service and adheres to CTICs Level of Service Guidelines.
X Maintains technical knowledge, keeping informed of new developments.
X Advises clients concerning plan design and administration.
X Oversees all account opening and closing processes.
X Monitors and ensures compliance with regulations and reporting deadlines.
X Assists with accurate and timely delivery of internal/external reports/statements.
X Assists with accurate and timely delivery of retirement services including recordkeeping.
X Participates actively in the Retirement Services Administrative Committee.
X Assists with compiling information for auditors/examiners.
X Responds to inquiries/requests from clients, participants and professionals.
X Researches and resolves client issues, constantly developing practices to improve product.
X Researches and corrects administrative errors and account issues.
X Participates in development of new business by referrals, production of proposal materials and assisting CTICs New Business Officers.
X Completes special projects as assigned.
SECTION III - Job Requirements
X Undergraduate degree or equivalent work experience.
X Minimum of 3 to 5 years of retirement plan processing, preparation of plan valuations, testing and Form 5500's.
X Proficiency with PC, including Word & Excel.
X Excellent communication skills both written and oral.
X Excellent analytical skills and constant attention to detail.
X Excellent organizational skills.
X Good personal management skills.
X Client service oriented with ability to interact professionally with all levels of
contacts often in stressful situations.
SECTION IV - Job Expectations
V Operate from a total company wide perspective, striving to execute company objectives and policies in the most effective and efficient manner.
V Demonstrate a strong commitment to company, colleagues and clients.
V Demonstrate initiative and accept accountability for specific job duties and responsibilities.
V Exhibit teamwork in assisting and contributing to the success of fellow employees, not allowing such assistance to interfere, distract or prevent the successful execution of assigned responsibilities.
V Vigorously pursue all available training opportunities, both internal and external, in anticipation of advancement to higher levels given development of required expertise and skills.
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