The EdgeCo family of companies is committed to helping millions of people achieve better retirement outcomes. And we need more great talent to help us do it. Apply your talent, experience and passion to a path that matters. Join us.
Current Job Postings
To apply, click hereCompany OverviewEdgeCo Holdings, Inc. (“EdgeCo”), and its subsidiaries are leading providers of technology-enabled retirement solutions for the small and mid-sized retirement plan market. EdgeCo is the ultimate parent company...
We are seeking an energetic and motivated Participant Services Specialist to join our Participant Services team. As a Participant Services Specialist, you are the voice of our firm with the primary goal being to provide high quality, accurate, and time-sensitive service to our customers. Participant Services Representatives will be trained to answer questions about retirement plan solutions with emphasis on knowledge, problem solving, and adherence to policies and procedures.
The Retirement Services Relationship Manager is responsible for the cultivation and fostering of long-term relationships for retirement accounts. The successful Relationship Manager maintains an emphasis on ensuring client loyalty, as well as retention of clients and plan assets.
The Plan Administration Specialist is mainly responsible for performing compliance nondiscrimination testing and Form 5500 reporting for our clients’ defined contribution plans. This is required to assure that retirement plans remain qualified, and that contributions and benefits are tested and allocated properly, within regulatory deadlines.
About American Trust
American Trust is a promise kept for more than 50 years to help clients succeed on their retirement savings paths. Today, we are more than 400 people focused on one thing – improving retirement outcomes.
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