Retirement Plan Services Administrator

Retirement Plan Services Administrator

Position Summary

Rockland Trust is currently seeking a Retirement Plan Services Administrator. This individual is responsible for supporting Retirement Plan Services Relationship Managers and Plan Sponsors with the administration and operation of RTC-advised retirement plans. This role requires a minimum of one year of experience supporting Relationship Managers, including management and reporting through SEI and other Enterprise / Rockland Trust management tools. The position involves assisting with fiduciary review materials, onboarding new client relationships, collaborating with recordkeepers, and responding to client inquiries to ensure accurate, timely, and compliant plan operations.

Key Responsibilities

Client & Relationship Support

• Provide daily operational support to Relationship Managers on RTC-advised retirement plans.
• Support the installation and onboarding of new Rockland Trust relationships.
• Extract, prepare, review, and distribute monthly / quarterly departmental management reports.
• Track monthly account reviews and maintain proper fiduciary documentation.
• Ensure all financially dependent transactions are executed accurately and on time to minimize risk.
• Support the RPS team in delivering outstanding service to promote client retention.

Plan Operations

Fiduciary & Sales Support

Management Reporting

Performance Expectations

Qualifications