Teams at Trinity Pension Consultants

Manages relationships with retirement plan sponsors and financial advisors, supporting defined benefit administration, compliance testing, client onboarding, reporting, communications, and issue resolution. Explains technical pension concepts, reviews reports, coordinates with internal teams, identifies sales opportunities, manages client expectations, and maintains accurate activity and compliance records. Requires retirement plan industry experience, strong communication and organizational skills, ASPPA QKA certification or willingness to obtain it, and proficiency with Microsoft Office.

Processes customer check deposits, follows up on overdue invoices, handles accounts payable and receivable, enters financial data into Intacct, performs bank and account reconciliations, resolves discrepancies, and supports routine accounting and Finance Department projects. The role requires attention to detail, organization, communication, problem-solving, and the ability to manage multiple priorities in a flexible part-time environment.

Serve as the primary client relationship manager for defined contribution retirement plans: onboard clients, manage operations and dashboards, communicate compliance and administration details, collaborate with sales and internal teams, conduct face-to-face meetings, anticipate and resolve technical questions, and pursue revenue retention and internal sales opportunities.