Retirement Compliance Administrator II
About The Position
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.
Requirements
- Bachelor’s Degree in a business related field, or equivalent experience.
- At least three years’ of experience in financial services or related field.
- 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.
Nice To Haves
- Applicable ASPPA designations or similar certifications preferred.
Responsibilities
- Support the client-facing team by delivering prompt, accurate, and thorough communication related to retirement plan administration and compliance.
- Perform 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 administrators.
- Identify process improvement opportunities and serve as a project liaison for the team.
Benefits
- Competitive compensation including base salary, bonus and/or incentive opportunities.
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Long-term disability insurance
- 401(k)
- ESOP for retirement savings
- Flexible time off
- Company-paid holidays
- Parental leave
- Bereavement leave
- Learning and development resources for personal and professional career development
- Advancement opportunities
- Access to financial experts for guidance
- Financial wellness tools
- Discounts on Alerus products and services.
- Paid volunteer time
- Company donation match opportunity.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
