Job Description

Senior Retirement Plan Administrator

Who are we? For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. What sets us apart from other banks is our unwavering dedication to embodying our values of teamwork, excellence, respect, responsibility & accountability, integrity, and having fun in everything we do, daily. From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including "Giving Back, Giving Together," to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need. At the heart of what we do are our employees! C&N is a team of passionate, imaginative professionals dedicated to making a positive difference. We believe in fostering a culture where every employee thrives. Join us to be part of a team that values innovation, collaboration, and excellence, where your career aspirations are supported, and your talents are appreciated.

Who are you? You're a relationship-focused retirement plan professional who enjoys helping clients navigate the complexities of retirement plan administration. At C&N, we're seeking a Senior Retirement Plan Administrator to oversee the administration, compliance, and ongoing success of retirement plans while delivering exceptional service to plan sponsors and participants. In this role, you'll manage client relationships, oversee plan administration, ensure regulatory compliance, and identify opportunities to expand C&N's Retirement Services offerings. If you enjoy combining technical expertise with outstanding client service, this is an opportunity to make a meaningful impact within our growing Wealth Management team. This position offers the flexibility to work remotely; however, candidates must reside within 50 miles of a C&N location or be willing to relocate to be considered.

You will be responsible for:

• Client Relationship Management: Serve as the primary contact for assigned retirement plans by building strong relationships with plan sponsors and participants while delivering exceptional customer service and ongoing support.
• Retirement Plan Administration: Administer qualified retirement plans by reviewing plan design, maintaining plan documents, overseeing compliance testing, coordinating plan conversions, and ensuring operational accuracy.
• Compliance & Regulatory Oversight: Monitor retirement plans for compliance with applicable regulations, assist with annual testing, Form 5500 preparation, disclosures, and recommend process improvements that strengthen operational effectiveness.
• Business Development & Relationship Growth: Identify opportunities to expand Retirement Services and other Wealth Management relationships through referrals, participant education, and collaboration with Financial Consultants.
• Participant Education & Support: Coordinate enrollment meetings, provide retirement education, respond to participant and sponsor inquiries, and help clients maximize the value of their retirement plans.

Requirements:

• Education & Experience – You will need a bachelor's degree AND one 4-6 years of related experience and/or training OR an equivalent combination of education and experience.
• Recommended Certifications – Securities Registration Qualified 401(k) ASPPA Administrator
• Skills – You should possess well-developed abilities and a proven track record in the following areas:
• Retirement Plan Administration
• Customer Relationship Management
• Regulatory Compliance
• Business Development
• Strong Communication
• Active Listening
• Critical Thinking
• Problem Solving
• Attention to Detail
• Analytical Skills
• Organization & Time Management
• Collaboration & Teamwork
• Key Competencies – The combination of skills, behaviors, and attributes required to perform effectively in a role and achieve organizational goals include:
• Drives Results: Achieves goals despite challenges and motivates others to deliver strong outcomes.
• Ensures Accountability: Takes ownership, follows through on commitments, and holds self and others responsible for results.
• Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships.
• Manages Complexity: Analyzes situations, gathers data, and evaluates options to solve complex problems effectively.
• Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with diplomacy and tact.
• Drives Vision & Purpose: Inspires optimism for the future, rallies support for organizational goals, and communicates a relatable and motivating vision.

Why C&N? At C&N, we're more than just a team – we're a community working together toward a shared mission: the success of our customers, teammates, shareholders, and communities. Achieve & Grow: Your success is our success. At C&N, you'll grow alongside our customers as we work together to achieve meaningful goals. Learn & Develop: Collaboration is at the heart of what we do. You'll learn from and with your teammates, fostering both personal and professional growth. Contribute & Be Rewarded: Your contributions make a difference, and we recognize your impact through competitive rewards and career advancement opportunities. Share & Celebrate: Together, we give back and celebrate the milestones that matter to our communities. We're proud of our award-winning workplace culture, recognized repeatedly with the NBRI Circle of Excellence Award. At C&N, we live our values every day, creating a supportive, inclusive, and dynamic environment where you can thrive.

Comprehensive Benefits for Your Success: At C&N, we offer more than just a competitive salary – our robust benefits package is designed to support your well-being, career growth, and work-life balance. Highlights include:

• Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.
• Retirement Savings: 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
• Health & Wellness: Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage. Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care. Employer-paid life and disability insurance. Additional voluntary coverages to meet your unique needs.
• Career Development: Access to education and development programs and ongoing support for personal and professional growth.

With C&N, you can customize your benefits to fit your life while growing your career in a supportive and rewarding environment.

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