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North Shore Bank of Commerce
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Come join our team in the Retirement Solutions Center, a part of North Shore Investments & Trust! North Shore Bank is seeking a Retirement Planning Administrator to provide clients fundamental guidance in choosing solutions to meet their financial strategies. This position specializes in Individual Retirement Accounts (IRA’s), including Employee Benefit Retirement accounts and Agency Investment accounts.

Responsibilities:

  • Effectively analyze, examine and communicate financial guidance, solutions and recommendations to new and existing clients, on how to best utilize their financial resources to support their overall retirement plan
  • Help clients implement their financial plan and carry out associated transactions efficiently and accurately
  • Plan and participate in educational workshops and prospect meetings
  • Utilize knowledge and expertise to support North Shore’s processes, procedures and policies for ongoing efficiency and accuracy
  • Based on client requests, serve as a liaison to other departments within the Bank
  • Various projects as assigned

Qualifications:

  • Bachelor’s degree and five or more years of similar financial industry experience
  • Comprehensive understanding of retirement products and solutions including investment management accounts and economic trends
  • Excellent consultative skills and ability to effectively communicate with clients
  • Strong time management, prioritization and self-starter skills
  • Supports collaborative team environment

Benefits:

  • Medical, Vision, Dental, Life and Disability Insurance
  • 401(k) with Employer Match and Profit Sharing
  • Paid Time Off and Flex Time
  • Fun and friendly family-owned work environment