401k Support Associate

Posted 2 Days Ago
Be an Early Applicant
Wichita, KS, USA
In-Office
Junior
Fintech • Financial Services
The Role
Handle participant telephone and electronic inquiries, record and execute requests accurately, document resolutions, support NestEggU recordkeeping and plan administration, assist recordkeeping staff, and maintain confidentiality while promoting teamwork and participant satisfaction.
Summary Generated by Built In

At INTRUST Bank, People Come First. Guided by strong character qualities—such as respect, compassion, humility, positivity, and initiative—we work to support one another, serve our customers, and strengthen our communities. Here, your career matters. You’ll find an environment where you’re encouraged to grow, empowered to lead at any level, and supported as you build a meaningful career with a trusted organization.

Job Summary: Responsible for assimilating and recording participant requests and answering questions. Performs back up support for NestEggU Recordkeeping. Provides this support in a prompt, courteous, accurate and timely manner to ensure participant satisfaction and manage risk. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST’s Character Qualities.

Essential Functions:

• All expectations described in the job description’s essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation. 

• Respond to all telephone and electronic participant inquiries and execute accurately in a fast-paced environment.

• Required to make independent decisions in resolving participant issues; may occasionally escalate problems and complaints and execute appropriate follow-up.

• Provide clear and concise documentation of inquiries and subsequent resolutions.

• Assist in initiatives to support the Plan Administration Group of INTRUST Retirement. 

• Additional responsibilities include, but are not limited to, assistance with Recordkeeping Administration and supporting Recordkeeping staff.

Education and Experience: Associates Degree or equivalent vocational training, retirement plan administration, or 1-3 years banking and/or customer service experience. Call center experience is preferred.

Required Skills and Knowledge: Must be proficient in the use of Microsoft applications, i.e., Word, Excel, Outlook, etc. Must have excellent oral and written communication skills in addition to organizational and analytical skills. Must be detail oriented and have strong problem-solving skills.

Required Licenses and/or Certifications: None.

Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.

Working Conditions:  Normal office conditions.

This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position.  Employees will be required to follow any other duties as assigned or requested by their supervisor.

INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant  for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual’s protected category constitutes a bona fide occupational qualification.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Associate's degree or equivalent vocational training
  • Retirement plan administration experience
  • 1-3 years banking and/or customer service experience
  • Proficiency with Microsoft Word, Excel, and Outlook
  • Excellent oral and written communication skills
  • Organizational and analytical skills
  • Detail oriented with strong problem-solving skills
  • Call center experience
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The Company
HQ: Wichita, KS
707 Employees
Year Founded: 1876

What We Do

When you bank with us, you are part of a tradition that began 150 yeas ago — a commitment to provide personal, attentive, reliable banking that has remained unchanged through generations. We value qualities like honesty, respect, and compassion. Those qualities and the commitments we’ve made to our customers and communities are our guiding force — serving you today and every day. We’re privately held and have been family-led for five generations, starting with C.Q. Chandler II. Currently, CEO Charlie Chandler and President Sam Chandler are the father-and-son team that leads INTRUST. Generational leadership and forward-looking financial stewardship help us continue to deliver the quality service experience our customers have come to expect. No matter how you manage your finances, you’ll find the same friendly service that has been the cornerstone of our business since the beginning. Our service offerings include personal banking and lending, financial resources for businesses of all sizes, and wealth management solutions tailored to your evolving needs. We hire for character and commitment because we believe a focus on values contributes to a healthy and positive culture. We are committed to the well-being of our customers, employees, shareholders, strategic partners, and the communities we serve, and we have made it our mission to earn and maintain their trust through character qualities that help define our values. These qualities include honesty, humility, compassion, initiative, respect, and responsibility. Every interaction at INTRUST — internally and with our customers — takes place with these character qualities in mind. From the day-to-day transactions that keep our doors open to the behind-the-scenes efforts that allow us to operate efficiently, every role is critically important. It’s why we are intentional in hiring individuals who share our values and ensuring we offer a collaborative culture that emphasizes growth, meaning, balance, and teamwork.

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