Recordkeeping Specialist

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Are you looking for a career opportunity that allows you to grow your expertise in retirement plan administration? We are searching for a detail-oriented team member to support the daily operations of our employee benefit plans. In this role, you’ll help with plan administration, annual testing, reporting, and client support. You’ll work closely with administrators, advisors, and auditors to keep plans running smoothly and in compliance.

• Process all participant distributions by reviewing paperwork, verifying vested balances and signatures, monitoring force-out eligible accounts, and ensuring compliance with all regulatory requirements.
• Provide back-up support to all Recordkeeping functions, with primary focus on the Distribution and Trading desks.
• Support and coordinate annual compliance activities by verifying participant data for testing and contributing to the preparation of annual tax forms.
• Respond to client inquiries from the internal phone line, process transfer requests, and ensure timely follow-up documentation.
• Perform audits of generated tax forms against distribution activity and monitor outstanding distribution checks each month to ensure accurate reconciliation.
• Support complex plans and coordinate special projects or other assigned duties.

• Provide back-up and support for the contribution desk, including processing retirement plan contributions and insurance premium payments in accordance with established procedures.
• Monitor plan activity, including forfeiture balances, pending transactions, loan balances, and miscellaneous fund activity, ensuring timely follow-up with plan sponsors as needed.
• Assist with plan sponsor support functions, including training, file layout guidance, new participant enrollments, and follow-up tasks.
• Support administrative platforms by managing access, training users, and providing back-up for anti-money laundering reporting.
• Participate in plan audits, perform participant maintenance, and assist with special projects or other duties as assigned.

• High school diploma or equivalent.
• 2 years professional office experience.
• Strong verbal and written communication skills.
• Fluent written and verbal Spanish skills are strongly preferred.
• Accuracy and meticulous attention to detail required.
• Excellent oral, written, and interpersonal communication skills.
• Ability to navigate multiple computer systems and programs with working knowledge of Word and Excel.
• Ability to manage multiple requests simultaneously, meet deadlines, and adapt to shifting needs.
• Team-oriented and ability to work collaboratively across all levels of the organization.
• Service-oriented, polite, and respectful.
• Advanced problem‑solving and analytical skills.
• Ability to take direction and instruction and follow through independently until project completion.

Hours:

Regular business hours, Monday through Friday.

Benefits:
We offer a comprehensive benefit package to our employees including medical, dental, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.

Location:

Sioux City, IA.

About Security National Bank:
Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on time‑tested principles of integrity, honor, and efficiency. To this day, we believe that doing what’s right is the only way to take care of customers, empower businesses, cultivate growth, and inspire our community.

Security National Bank is an Equal Opportunity, Aff… Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.