JOB TITLE: Retirement Product Services Specialist

Employer: Alta Trust Company

Department: Retirement Services

Reports To: Manager of Retirement Product Services

Effective Date: 11/10/2026

Location: This position is based in Alta Trust Company's Lone Tree, CO office and requires in-person attendance

SUMMARY

We are seeking a detail-oriented individual to support our collective investment trust, group trust, and unitized managed account business. Reporting to the Manager of Retirement Product Services, the Retirement Product Services Specialist will service and manage client accounts, onboard new clients and plans, build and maintain strong client and vendor relationships, and perform ongoing account and document reviews. This role requires sound judgment, prudent decision-making, and thorough documentation of all actions in accordance with Alta Trust Company’s policies and procedures. The ideal candidate will bring a customer-centric mindset, strong organizational skills, and a desire to grow within the retirement industry.

DUTIES AND RESPONSIBILITIES

Client Service and Relationship Management: Serve as a day-to-day point of contact for clients, plan sponsors, recordkeepers, custodians, asset managers, and other service providers. Respond to inquiries promptly and professionally, and build and maintain strong client and vendor relationships.
Client and Plan Onboarding: Coordinate the onboarding of new clients, plans, and accounts, including gathering required documentation, establishing accounts, and working with internal teams and external service providers to ensure a timely and accurate implementation.
Participation Agreements: Manage the participation agreement process for plans investing in collective investment trusts and group trusts, including distributing, collecting, reviewing, and tracking executed agreements and supporting eligibility documentation.
Selling Agreements: Coordinate the preparation, execution, and tracking of selling agreements with recordkeepers, platforms, and other intermediaries.
Amendments: Assist with the preparation, coordination, and tracking of amendments to fund documents, agreements, and fee schedules in partnership with the Manager of Retirement Product Services, legal, and compliance.
KYC/AML Due Diligence: Perform Know Your Customer and Anti-Money Laundering due diligence on new and existing clients and counterparties, document results, and escalate exceptions in accordance with Alta’s policies and procedures.
Document Review: Review client, plan, and fund documents for completeness, accuracy, and consistency with internal requirements, and identify items requiring follow-up or escalation.
Investment and Trust Monitoring: Assist with the ongoing monitoring of collective investment trusts, group trusts, and client accounts, including periodic account reviews, and escalate issues to the Manager of Retirement Product Services.
Special Projects: Complete special projects and support process improvements as assigned by the Manager of Retirement Product Services.
Performs other related duties as assigned by management.

SUPERVISORY RESPONSIBILITIES

This job has no supervisory responsibilities.

QUALIFICATIONS

Bachelor’s degree in Finance, Business Administration, or related field, or one to two years of related experience and/or training, or an equivalent combination of education and experience.
2 – 5 Years experience within the retirement industry, preferably with a recordkeeper, custodian, trust company, asset manager, or retirement-product provider, is preferred.
General knowledge of retirement plans, including 401(k), 401(a), 403(b), IRA, and pension plans, and of collective investment trusts is preferred.
Familiarity with KYC/AML due diligence, client onboarding, and document review processes.
Strong attention to detail with the ability to manage multiple priorities and meet deadlines.
Excellent written and oral communication skills, with the ability to build strong client and vendor relationships.
Computer skills required: Microsoft Office Suite.

COMPETENCIES

Attention to Detail - Supplies an exceptional level of accuracy and thoroughness; identifies inconsistencies; verifies information; ensures compliance with policies, procedures, and industry standards.
Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures.
Client Service / Relationship Management - Manages difficult or emotional customer situations; Responds promptly to client needs; Solicits client feedback to improve service; Builds trust with clients and partners; Meets commitments.
Dependability - Follows instructions and responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies the appropriate person with an alternate plan.
Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive team spirit; Supports everyone’s efforts to succeed.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

PHYSICAL DEMANDS AND THE WORK ENVIRONMENT

Frequently required to stand
Frequently required to walk
Continually required to sit
Continually required to utilize hand and finger dexterity
Continually required to talk or hear
While performing the duties of this job, the noise level in the work environment is usually quiet.

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The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of

duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to

this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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