Senior Retirement Compliance Administrator

🕒 Abril 8

🌵 Arizona, North Dakota, +1 estados a mais – Remoto

🌵 Arizona – Remote 🌾 North Dakota – Remote ❄️ Minnesota – Remote

💵 $70.000 - $80.000 / ano

⏰ Tempo Integral

🟠 Sênior

🚔 Conformidade

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Alerus

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1879

🏦 Bancário

💸 Finanças

Banking • Finance

Alerus é um banco regional e uma empresa de serviços financeiros que oferece uma gama completa de produtos de gestão pessoal, empresarial e de patrimônio. Oferece serviços bancários de varejo (contas correntes, poupança, CDBs), banco digital, hipotecas e empréstimos pessoais, serviços bancários para empresas e empréstimos comerciais (incluindo financiamentos imobiliários comerciais, SBA e financiamento de equipamentos), serviços de tesouraria e adquirência, administração de planos de aposentadoria, consultoria de investimentos, serviços fiduciários e de confiança, além de ofertas de seguros. A Alerus enfatiza o aconselhamento financeiro personalizado, agências locais e caixas eletrônicos, e garantias como a garantia de fechamento de hipotecas para apoiar os objetivos financeiros e de compra de imóveis dos clientes.

Descrição

• Compliance Administrators serve as subject matter experts in the retirement compliance administration space. • Most administrators operate within a queued work environment, utilizing Salesforce to manage and delegate tasks efficiently. • While this role is generally non-client facing, senior compliance administrators may occasionally engage with clients via email or meetings when needed. • Compliance Administrators focus on specific components of the overall compliance process and may not support a plan from start to finish. • Their expertise ensures accuracy and adherence to regulatory requirements across various tasks within the compliance function. • In this queued work environment, you will play a crucial role in supporting the client-facing team by delivering prompt, accurate, and thorough communication related to higher complexity retirement plan administration and compliance. • Engage with the client as needed and handle escalations within the team. • This role involves a mix of administrative and technical tasks, with a strong focus on supporting compliance testing, Form 5500 preparation, and other regulatory requirements. • Collaborate closely with internal teams to ensure accurate data handling and adherence to deadlines, helping to maintain the operational integrity of each retirement plan. • Partner with senior team members for peer reviews and may provide some peer review support to level I/II administrators. • Assist on projects that impact the Compliance Administration area.

🎯 Requisitos

• Bachelor’s Degree in a business related field, or equivalent experience. • Minimum five years’ experience in defined contribution plan administration. • Applicable ASPPA designations or similar certifications preferred. • Ability to prioritize tasks for the team and meet deadlines in a fast-paced environment. • Strong written/oral communication, organization, and client service skills required. • Strong analytical and problem-solving skills with a high level of attention to detail. • Ability to maintain professional working relationships with internal and external clients. • Ability to work independently and set priorities. • Ability to interpret documents and resolve technical problems. • Intermediate knowledge of Microsoft Word and Excel. • Available to work overtime to cover peak workloads and other business needs. • Ability to identify process improvement, serve as a project liaison for the team.

🏖️ Benefícios

• Competitive compensation including base salary, bonus and/or incentive opportunities. • Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings. • Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave. • Learning and development resources for personal and professional career development, and advancement opportunities. • Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services. • Support for the communities we live in through paid volunteer time and a company donation match opportunity.