Career Opportunities | Trinity Pension Consultants

Careers

Our Workplace

Extraordinary people represent our best asset. As an employee, you will be encouraged to grow personally and develop your skills and abilities so that you can achieve success, become a retirement industry technical expert, and make complex pension concepts simple for our clients.

Join our Team

Our Values

Communication

We seek to create understanding with others.

Accountability

Accept responsibility for our own actions.

Empathy

We seek to understand and appreciate the world of others.

Sacrifice

Share each other’s burdens.

Employee Benefits

Retirement Plan

A great 401(k) plan: ours! Our 401(k) includes a Safe Harbor Non-Elective Contribution of 3% and Discretionary Profit-Sharing Contribution of 2%.

Health, Dental, and Vision Insurance

Health, dental, and vision, with premiums 75% covered by Trinity and no spousal surcharges.

Paid Time Off (PTO)

Generous PTO policy.

PTO Purchase

Option to purchase one additional week of PTO elected in December for the following calendar year.

Health Savings Account

Employer contributions occur twice per calendar year.

Short/Long-Term Disability Insurance

Long-term disability 100% covered by Trinity. Voluntary Short-term disability paid by the employee

Life Insurance

Group Term Life 100% covered by Trinity. Voluntary employee, spouse, and/or child life paid by the employee.

Payday

Payday is the 15th and last working day of each month. Automatic direct deposit of paychecks is required.

Holidays

Trinity provides 11 paid holidays, including the Friday before Labor Day and the Friday before Memorial Day.

Summer Fridays

A half-workday on Fridays, Memorial Day through Labor Day.

Career Pathway

Individualized career pathway and career development plan.

Professional Society Membership

Annual membership dues for ASPPA or field-relevant membership paid by Trinity.

Trinity’s Internship and Leadership Academy

The academy, is designed to provide college students with a broad introduction to the financial services industry with a focus on retirement plans. The internship is conducted during the summer months. There are built in days for time off and opportunities to work more hours for Interns desiring more opportunities or income.

CEO Leadership Training

- Learn from a curated curriculum by Anthony that was instrumental in his 20-year journey of entrepreneurship and leadership.

Executive Management Training

- Actively participate in the same management training that mid-level managers will be going through in real time.

Department Rotation and Industry Exposure

- Gain real world exposure to sales, marketing, operations, finance, actuarial, and human resources.

This systematic rotation to each area within the company will allow you to gain a clearer understanding of what it means to pursue a career in any one of these areas.

Industry Certification

Each Intern will be expected to develop an understanding of the retirement plan industry. This will be achieved through in-house formal training, job specific training, and academic training.

The academic training means each Intern will complete the Retirement Plan Fundamentals course offered by the American Society of Pension Professionals and Actuaries (ASPPA).

Individual Production

Each Intern will be assigned to a job with the Operations department to assist in the active fulfillment of retirement plan compliance, including compliance testing and Form 5500 preparation.

Upon completion of the Internship and Leadership Academy, an Intern will gain the following:

- An understanding of the financial services industry and the various disciplines within it.
- An understanding of the retirement plan industry and how major business disciplines (finance, marketing, etc.) function within it.
- Exposure to how companies develop core competencies and conduct employee performance evaluations.
- Exposure to Social Style communication and how its mastery develops skills necessary to navigate complex business interactions.
- Specific on-the-job training for an Operations role.

About the Company

TRINITY PENSION CONSULTANTS

Trinity, is a regional Third-Party Administrator (TPA) firm in Akron, Ohio

Our mission is to be indispensable in helping Financial Advisors win and keep retirement plan clients. We do this by making complex pension concepts simple.

- This allows us to provide an effective retirement plan design, high value administration, and actuarial consulting to the business owner clients of the financial advisor.
- This requires us to employ a variety of positions including Client Support, Distribution Specialists, Compliance Analysts, Actuaries, and Relationship Management.
- The design of our program invites interns to engage directly in Trinity’s culture of service, while challenging them with a blend of learning opportunities, team building activities, networking opportunities, and enriching work projects.

What you will do

- - Obtain a certification in the retirement plan services industry.
  - Work alongside industry professionals on current projects and client fulfillment.
  - Build relationships with executive level leaders at Trinity.
  - Rotate among various departments to gain experience on how different roles function.

What you will gain

- - Experience with one of the largest TPA’s in the region.
  - Knowledge of how the retirement plan industry operates and what it takes to be successful.
  - Knowledge about the various roles within the financial services and retirement industry.
  - Understand what it takes to be a leader at Trinity and the corporate environment.

What is required

- - Pursuing a 4-year degree in Business, Accounting, Finance related field.
  - Able to work in office a minimum of 35 hours per week.
  - Self-started and organized
  - Able to learn new tasks quickly and complete accurately.
  - Drive to take on tasks and curiosity to maximize the learning experience.
  - Proficient with Microsoft Office.

About Us

Our Headquarters

Located in Akron, Ohio – 30 minutes south of Cleveland and 30 minutes north of Canton – our headquarters is the hub of the Trinity community.

Our Interview and Onboarding Process

Communication is a cultural value. In-person communication is our preferred method of communication, which is why interviews are conducted in a live format via telephone, in-person, or video conference. Once hired, new employees participate in a highly interactive onboarding and training process both in-person and virtually.