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Join our team! The following professional opportunities are currently available:

Client Relationship Manager

Minneapolis, MN

Established in 2003, Goldleaf Partners is a mid-west based retirement plan consulting and administration firm. Currently Goldleaf Partners serves more than 1,500 plans sponsors and 350 financial advisors.
Goldleaf Partners is currently seeking a Client Relationship Manager (RM) in our Minneapolis location. The Relationship Manager is responsible for developing and maintaining the relationship with the recordkeeping client and the financial advisor. RM is responsible for compliance testing, government filings and all year end reports for the client's retirement plan. RM will suggest relevant plan designs to ensure the client is meeting the objective in maintaining the retirement plan.

ESSENTIAL FUNCTIONS AND BASIC DUTIES
• Complete retirement plan administration including but not limited to compliance testing, government filings, and plan documents
• Interface with the sales team to ensure the successful installation process of clients
• Effectively communicate with the client regarding the plan
• Effectively communicate with the financial advisor for the plan
• Ensure distributions and loans are processed timely
• Interface with any financial fund family regarding the administration of the plan
• Calculate employer contributions where needed
• Determine plan eligibility and vesting
• Assist with plan design options for the client

EDUCATION/CERTIFICATION: College degree or relative experience

REQUIRED KNOWLEDGE: Familiarity with databases and data management, familiarity with retirement plan administration and plan design elements, understanding of financial markets and financial service organizations, familiarity with reconciliation work, intermediate knowledge of MS Office Suite

SKILLS AND ABILITIES: Self-motivated, excellent verbal, written, and presentation skills, team-oriented, innovative thinker, pro-active, eagerness to learn and grow

EXPERIENCE REQUIRED: Experience in a professional environment, experience with retirement
plan administration and general retirement plan knowledge a plus.

Interested candidates should email a resume to: This e-mail address is being protected from spambots. You need JavaScript enabled to view it