Retirement Compliance Specialist II

Alerus; United States; On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Health, dental, vision

401(k) and ESOP

Paid time off

Learning & development

Financial wellness tools

Volunteer time & donation match

Job summary

Alerus is seeking a Compliance Administrator to support retirement plan administration and regulatory compliance in a back-office setting. You will handle tasks in a queued environment, leverage Salesforce, and assist with Form 5500 preparation and testing, ensuring accuracy and timely deliverables.

The ideal candidate has a business-related degree, 3+ years in financial services, and ASPPA designations preferred.

Qualifications

• Bachelor’s degree or equivalent experience in a business-related field.
• At least three years of experience in financial services or a related field.
• ASPPA designations or equivalent certifications preferred.
• Ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Strong written and verbal communication, organization, and client service skills.
• Strong analytical and problem-solving skills with high attention to detail.
• Ability to maintain professional relationships with internal and external clients.
• Ability to work independently and set priorities.
• Intermediate knowledge of MS Word and Excel.
• Willingness to work overtime during peak workloads.
• Ability to identify process improvements and act as a project liaison.

Responsibilities

• Support the client-facing team by delivering prompt, accurate, and thorough communication related to retirement plan administration and compliance.
• Although back-office focused, contribute to the quality and timeliness of client deliverables.
• Assist with compliance testing, Form 5500 preparation, and other regulatory tasks.
• Collaborate with internal teams to ensure accurate data handling and adherence to deadlines, supporting retirement plan operations.

Skills

Bachelor’s degree in business

3+ years experience

ASPPA designations

Task prioritization

communication skills

analytical skills

independence

document interpretation

MS Word & Excel

overtime availability

process improvement

Education

Bachelor’s Degree in business-related field

Tools

Microsoft Word

Excel

Job description

Alerus is seeking a Compliance Administrator to support retirement plan administration and regulatory compliance in a back-office setting. You will handle tasks in a queued environment, leverage Salesforce, and assist with Form 5500 preparation and testing, ensuring accuracy and timely deliverables.

The ideal candidate has a business-related degree, 3+ years in financial services, and ASPPA designations preferred.