• Ability to successfully complete and support the work outlined for the Trust Associate 1 and 2 roles • Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials • Supports the Plan Consultants in resolving operational and compliance trust issues related to qualified plans • Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet trust deadlines • Prepares trust accounting reports for Clients • Supports and completes assigned quality assurance reviews • Review non qualifying assets • Able to assist consultants with follow up letters on missing trust information and/or addressing and resolving trust issues • Ability to successfully integrate information from alliance partners into pension software • Knowledge of participant loans, partnership valuations, employer stock investments, and reporting of insurance policies