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Retirement Plan Support Specialist
UMB BankDubuque, Iowa, United States • Madison, Wisconsin, United States • Kansas City, Missouri, United States
Posted March 10, 2026
57760 - 124170 USD
Full Time
About the Company
UMB Financial Corporation is a leading provider of financial services for individuals and institutions. Bank deposit products provided by UMB Bank n.a., Member FDIC. Equal Housing Lender. For additional disclosures and information, view our Privacy Statement and Legal Terms and Conditions found on www.umb.com.
Job Description
The Retirement Plan Support Specialist will provide administrative support to Retirement Plan Advisors, including managing day-to-day client activity, analyzing target markets, and assisting with fee processing and collection. The role requires a Bachelor's degree in Business Administration, Management, Economics, or Finance, and 3-5 years of experience in the financial services industry. Proficiency in Microsoft Office, particularly Excel and PowerPoint, is also required.
Requirements
- Bachelor's degree in Business Administration, Management, Economics, or Finance
- 3-5 years of experience in the financial services industry
- Proficiency in Microsoft Office, particularly Excel and PowerPoint
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company-sponsored benefit plan
- Health savings and flexible spending accounts
- Dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Associate banking benefits