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Retirement Compliance Administrator II
AlerusCompliance Administrator facilitating retirement compliance and supporting client-facing team processes. Ensuring accuracy in compliance testing, data handling, and regulatory requirements for clients.
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 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.
Benefits
Comp & perks- 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.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Retirement Plan AdministrationFinancial Services ExperienceAnalytical SkillsProblem-Solving SkillsData HandlingProcess ImprovementDocument Interpretation
Soft Skills
Written CommunicationOral CommunicationOrganization SkillsClient Service SkillsInterpersonal Skills
Certifications
ASPPA Designations