Senior Retirement Compliance Administrator

🕒 il y a 2 mois

🌵 Arizona, North Dakota, +1 états de plus – Distant

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

💵 $70 000 - $80 000 / an

⏰ Temps Plein

🟠 Senior

🚔 Conformité

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Alerus

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 1879

🏦 Banque

💸 Finance

Banking • Finance

Alerus est une banque régionale et une société de services financiers qui propose une gamme complète de produits de gestion de patrimoine, d'affaires et personnels. Elle offre des services bancaires de détail (comptes chèques, d'épargne, certificats de dépôt), de banque numérique, de prêts hypothécaires et de prêts personnels, de banque commerciale et de prêts aux entreprises (y compris le financement immobilier commercial, les prêts SBA et le financement d'équipements), de services de trésorerie et de marchands, d'administration de régimes de retraite, de conseil en investissement, de services fiduciaires et de produits d'assurance. Alerus met l'accent sur des conseils financiers personnalisés, des agences locales et des distributeurs automatiques de billets, ainsi que sur des garanties telles qu'une garantie de clôture de prêt hypothécaire pour soutenir les objectifs d'achat de maison et financiers de ses clients.

Description

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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.