Trust Services Analyst

Qualifications

• Bachelor’s degree in relevant area, e.g. Insurance, Business, Accounting, or Finance, from an accredited college or university required; or, equivalent combination of education and practical experience.
• Three (3) years analysis and/or customer-service experience; five (5) or more preferred.
• Voluntary benefits insurance and trust experience is a definite plus.
• Solid organizational skills.
• Demonstrated performance as a self-starter with the ability to work independently, without close supervision, and provide solutions to various issues as they arise.
• Excellent interpersonal and communication skills, oral and written, for effective interaction with all levels of contacts, internal and external.
• Strong attention to detail and follow-through skills.
• Software: Microsoft Excel, Word, Power Point, and Outlook required; experience with Aptify, SharePoint, and Tableau preferred.

Benefits

• Competitive Salaries
• 401k Plan with Non-Elective Employer Contribution of 12% plus 2% contribution into a Market-Based Cash Balance Plan (MBCBP) after 180 days of employment.
• No employee contribution required!
• Employees can choose to make pre-tax, Roth, and after-tax contributions to the 401(k).
• The plan permits in-plan Roth conversions and has a 4-year vesting schedule.
• The MBCBP has a 3-year cliff vesting period;
• Generous health care benefits on day one – Aetna PPO Plan, Aetna High Deductible Health Plan, and a Kaiser HMO Plan (where available), which includes coverage for medical, dental, and vision benefits for the employee, their spouse, and/or dependent children.
• Employees do not have to pay premiums if they enroll in the Aetna High Deductible Health Plan or the Kaiser HMO Plan;
• 15 days paid vacation and 13 holidays per year plus 2 volunteer days per year;
• Generous sick and bereavement leave;
• Competitive parental leave;
• Company-paid coverage for long term disability, life insurance, and accidental death & dismemberment;
• Flexible Spending and Health Savings accounts;
• Retiree health plan and a retiree health account (retiree HRA).
• Funds in the retiree health account can be used to pay for eligible medical expenses in retirement;
• Education Assistance Program that reimburses 100% of eligible expenses;
• Optional benefits include a legal plan, supplemental life insurance, college 529 plan, pet insurance, long term care insurance, and qualified transportation fringe benefits (where available);
• Partial remote work opportunities are available after six months of service.