Senior Retirement Compliance Administrator

🕒 vor 1 Monat

🗣️🇺🇸🇬🇧 Englisch erforderlich

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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

• Compliance Administrators serve as subject matter experts in the retirement compliance administration space • 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

🎯 Anforderungen

• Bachelor’s Degree in a business related field, or equivalent experience • Minimum five years’ experience in defined contribution plan administration • Experience in the retirement compliance environment is preferred • 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

🏖️ Vorteile

• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance • 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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