Administrative Assistant – Retirement Plans Trust & Wealth Management

Full-Time | Full Benefits

Are you organized, detail-oriented, and passionate about providing excellent customer service? If you answered yes, yes, yes, this may be the job for you!

We are seeking an organized, detail-oriented Administrative Assistant – Retirement Plans to provide administrative and operational support to the Retirement Plan Trust Officer. This position assists with the daily administration of employee benefit plans, including 401(k) and Profit Sharing Plans, while providing excellent service to clients, plan sponsors, and participants.

What You'll Do: Support the Retirement Plan Trust Officer with retirement plan administration and servicing; Assist with recordkeeping, including contributions, distributions, and other account transactions; Maintain accurate account files and documentation; Perform account reconciliation, monitoring, and identify discrepancies; Respond to routine inquiries from clients, plan sponsors, and participants; Prepare reports, correspondence, spreadsheets, and other retirement plan documentation; Use Microsoft Word, Excel, and applicable retirement plan systems; Maintain confidentiality and perform other duties as assigned.

What We're Looking For: High school diploma or equivalent required; Previous administrative, customer service, financial services, or related experience preferred; Exceptional customer service and communication skills; Strong attention to detail and accuracy when working with financial and numerical information; Excellent organizational and time-management skills; Proficiency with Microsoft Word and Excel; Ability to manage confidential information and work effectively, both independently and as part of a team; Retirement plan, 401(k), banking, or financial services experience is a plus.

If you have the qualifications for this position and are someone who takes pride in accuracy, organization, customer service, and getting the details right, we'd love to hear from you!

This is a Full-Time Position. Hilltop Bank is an EEO Employer. No established salary range. Apply at hilltop.bank/careers