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Fiduciary Operations Specialist

Goldleaf Partners

in Telecommute

Goldleaf Partners

Goldleaf Partners is seeking a positive and energetic Fiduciary Operations Specialist to supports our clients by being responsible for the administrative tasks of a plan fiduciary.

Location: Open

ABOUT GOLDLEAF PARTNERS

The Goldleaf Partners team knows that we can affect people’s businesses and futures and we take that responsibility seriously. That is why we take pride in choosing only the best people to call our own. Our focus on work-life balance, training and development, and employee engagement will make you want to join our team and stay at Goldleaf Partners.

Headquartered in Minnesota, our people approach their work, their customers, and each other with the values that are honored at our company:

  • Integrity – Being accountable for delivering accurate results and exceeding expectations
  • Communication – Being proactive and respectful, focused on understanding our stakeholders’ needs
  • Innovation – Learning, sharing ideas and focusing on solutions
  • Character – Being honest and thankful in all we do, living the golden rule

We invite you to browse this site to learn more about the Goldleaf Partners team, the services we provide, and why we are known as The Gold Standard in our industry.

FIDUCIARY OPERATIONS SPECIALIST DUTIES AND RESPONSIBILITIES:

  • Applying ERISA and the plan document provisions in processing and/or reviewing the following processes:
    • Data analytics (e.g., eligibility, plan compensation, deferral/match rates, annual limits, vesting, loan repayments, timely remittances, etc.)
    • Distributions, loans, and hardship requests
    • Required notices and enrollment packets fulfillment
    • Collection and recording of recordkeeper and plan sponsor data
    • Annual reviews (e.g., fidelity bonding, forfeitures allocation, fiduciary file, force-outs, committee minutes, beneficiary designations, RMDs, vesting, compliance testing, 5500s, audit support, etc.)
  • Communicating with recordkeepers and TPAs to facilitate above processes
  • Communicate significant issues and exceptions to an appropriate higher level of authority within the organization in a timely manner
  • Performing project work as needed
  • Compilation and delivery (through CRMs) of year-end reporting and fiduciary file
  • Work with the operations coordinator and the project manager to help enhance and streamline existing 3(16) process, as well as create new processes as they are needed
  • Act as a point of contact for 3(16) related questions from Client Relationship Managers, Sales Directors, Installation Specialists, and Management
  • Work with the Fiduciary Services Manager on the profitability margins for 3(16) clients
  • Act as the point of contact for Operational annual projects that impact the Fiduciary Department (or multiple departments) by developing and maintaining detailed project schedules, including all administrative/operational tasks involved
  • Liaise with internal teams to identify and define potential project requirements, scope and objectives

BASIC QUALIFICATIONS:

  • Bachelor’s degree (B.A., B.S.) in accounting, business, or human resources, or equivalent business experience
  • Excellent customer service skills
  • Team player, willing to help out where needed
  • Effective communication skills
  • Self-motivated, eager to learn and grow
  • Responsive and efficient
  • Organized, with an attention to detail
  • Proactive, innovative thinker
  • Ability to effectively assess risk
  • Creative problem solving skills
  • Intermediate knowledge of MS Office Suite
  • Experience with databases and data management
  • Knowledge of general retirement plan administration and/or plan design, or equivalent technical/compliance processing environment
  • Understanding of financial markets and financial service organizations
  • Experience with reconciliation processes
  • Knowledge of payroll processing and payroll deductions related to retirement plans

COMPENSATION & BENEFITS

We offer competitive salaries with sales incentives and a comprehensive benefits package includes the following:

  • Medical
  • Vision
  • Dental
  • Life and Disability Insurances
  • An FSA
  • An Employer-Funded HSA or HRA
  • 401(k) with a Company Match
  • Paid-Holidays
  • PTO
  • Education Reimbursement

How to Apply

Send your resume in PDF or WORD format to hr@goldleafpartners.com with your salary requirements.

Goldleaf Partners is an Equal Opportunity Employer committed to a diverse and happy workforce.


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