Retirement Compliance Administrator II

🕒 vor 2 Monaten

🇺🇸 Vereinigte Staaten – Remote

💵 $55.000 - $65.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

🚔 Compliance

👻 Geisterscore 13%

infoinfo

🗣️🇺🇸🇬🇧 Englisch erforderlich

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Logo of Alerus

Alerus

501 - 1000 Mitarbeiter

Gegründet 1879

🏦 Bankwesen

💸 Finanzen

Banking • Finance

Alerus ist eine regionale Bank und ein Finanzdienstleistungsunternehmen, das eine vollständige Palette an Produkten für Privat-, Geschäfts- und Vermögensverwaltung anbietet. Es bietet Privatkundenbanking (Girokonten, Sparbücher, CDs), digitales Banking, Hypotheken und Privatkredite, Geschäftskundenbanking und Firmenfinanzierung (einschließlich Gewerbeimmobilien, SBA- und Gerätefinanzierung), Treasury- und Händlerdienstleistungen, Verwaltung von Altersvorsorgeplänen, Anlageberatung, Treuhand- und Treuhanddienste sowie Versicherungsangebote. Alerus legt Wert auf persönliche Finanzberatung, lokale Filialen und Geldautomaten und bietet Garantien wie eine Hypothekenabschlussgarantie, um die Immobilienkauf- und Finanzziele der Kunden zu unterstützen.

Beschreibung

• Play a crucial role in supporting the client-facing team by delivering prompt, accurate, and thorough communication related to retirement plan administration and compliance. • 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 administrators.

🎯 Anforderungen

• Bachelor’s Degree in a business related field, or equivalent experience. • At least three years’ of experience in financial services or related field. • Applicable ASPPA designations or similar certifications preferred. • Ability to prioritize tasks and meet deadlines in a fast-paced environment. • Good 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.

🏖️ Vorteile

• 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.

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