Operations Specialist – Bloomington or Baxter, MN

Goldleaf Partners is seeking a positive and energetic Operations Specialist to perform internal operations functions in a fast-paced, growing company.

Location: Bloomington or Baxter, MN


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.


  • Complete Processing, QC, and Confirm Distributions and Loans
  • Complete Processing, QC, and Confirm Payrolls
  • Support Year end Processing responsibilities related to Compliance Testing and 5500 Processing
  • Complete all processing related to quarterly valued plans
  • Complete Trust Accounting for clients who have Pooled and SDBA Investments in their plan
  • Provide Plan Installation & Termination Support as needed
  • Achieve assigned goals related to turnaround times and accuracy
  • Communicate significant issues and exceptions to an appropriate higher level of authority within the organization in a timely manner


  • Bachelor’s degree (B.A., B.S.) in accounting or business, or equivalent business experience
  • Intermediate knowledge of MS Office Suite
  • Experience with databases and data management
  • Understanding of financial markets and financial service organizations
  • Team player, willing to help out where needed
  • Self-motivated, eager to learn and grow
  • Pro-active innovative thinker
  • Effective written and verbal communication skills
  • Attention to detail


  • Experience with M-Files
  • Ability to effectively assess risk
  • Creative problem solving skills
  • Retirement Administration experience in a professional environment where processing and/or reconciliation has been the focus or banking experience
  • Knowledge of payroll processing, and payroll deductions as they relate to retirement plans
  • Knowledge of banking and bank transactions
  • Knowledge of general retirement plan administration
  • Experience with reconciliation processes


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


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.