North Shore Bank is a locally owned and operated community bank that has proudly been serving the Twin Ports area and beyond with integrity for over 100 years. We specialize in providing personalized financial solutions and fostering long-term relationships with our customers.

We’re currently seeking a full-time Retirement Solutions Administrator to join our team. If you’re a seasoned professional who’s passionate about developing, expanding and maintaining relationships, this is a great opportunity for you! This role will be met with opportunities for growth and options to obtain applicable accreditations to support our diverse business lines.

At North Shore Bank, we offer:

• Competitive pay
• Comprehensive benefits package
• A positive, collaborative workplace culture
• Career development opportunities within our organization
• Equal opportunity employment

What You Will Do:

• Provides comprehensive, strategic advice to clients, including; investments, taxes, retirement planning or financial planning.
• Will work closely with the VP, Retirement Solutions to establish and maintain a business development plan.
• Initiates regular, proactive client communications via telephone, e-mail, in writing, and in person. Exercises independent judgment in resolving client inquiries and responds to client requests in a timely and professional manner.
• Professional account management consistent with governing documents, applicable laws, regulations, policies and procedures.
• Works closely with department employees on administrative, operational and investment issues to ensure the quality of the client experience.
• Attend corporate events, social gatherings, and other events necessary to support client retention and cultivate prospective client relationships.
• Performs other job-related duties as assigned.

What We’re Looking For:

We’re seeking someone who is connected to, passionate about and lives in the Twin Ports area!

• 5+ years of successful experience in retirement planning, Investment Management, Tax Strategy and managing fiduciary relationships.
• Technically proficient in fiduciary law, tax, investments and administration.
• Bachelor’s degree in a business-related field and/or equivalent experience and/or training.
• Professional designation is required and may include, but is not limited to: CFP, CFA, ChFC, CISP, CIP, CIS or similar.

Benefits:

• Medical, Vision and Dental, Employer paid Life and Disability, Flexible Spending Accounts, HSA, EAP, Wellness Program, Pet Insurance.
• 401(k) with Employer Match and Profit Sharing
• Vacation time
• Bereavement leave
• Paid Holidays
• Employee Perks
• Fun and friendly family-owned work environment
• $60,000-$80,000. Salary, incentive plan and title all depending on experience.