Manage records of distribution and contribution.
Record loans and prepare necessary documentations.
Track and log trades and other investment activities.
Manage and prepare quarterly and annual valuations.
Prepare annual reports as well as 5500 forms.
Interact with clients to understand the specific needs.
Understand Employee Retirement Income Security Act (ERISA) rules and Internal Revenue Service (IRS) plan documents.
Build relationship with bankers to increase prospect referrals.
Develop sales presentations to prospective clients.