Operations Specialist IV – Open

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

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.

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.

OPERATIONS SPECIALIST IV DUTIES AND RESPONSIBILITIES:

  • Complete processing, QC, and confirm distributions and loans
  • Complete processing, QC, and confirm payrolls
  • Process qualified domestic relations orders
  • Calculation of required minimum distributions
  • Preparation of annual notices
  • Perform compliance testing on 457b plans
  • Support year-end processing responsibilities related to compliance testing and 5500 processing including large plan 5500 filing
  • Perform new comparability allocations, age-weighted contribution allocations, and complex plan design compliance testing
  • Process self-directed brokerage and balance forward valuations
  • Perform Defined Benefit asset reconciliations, eligibility report, and benefit calculations
  • Defined Benefit combined plan compliance testing
  • Earned income calculations
  • 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
  • Actively participate in process improvement
  • Support Misc. Project work as needed

BASIC/MINIMUM QUALIFICATIONS:

  • Bachelor’s degree (B.A., B.S.) in accounting or business, or equivalent business experience
  • Intermediate knowledge of MS Office Suite
  • 4-6 years of retirement administration experience in a professional environment where processing and/or reconciliation has been the focus or banking experience
  • Experience with databases and data management
  • Knowledge of payroll processing, and payroll deductions as they relate to retirement plans
  • Knowledge of general retirement plan administration
  • Team player, willing to help where needed
  • Self-motivated, eager to learn and grow
  • Pro-active innovative thinker
  • Effective written and verbal communication skills
  • Attention to detail

 PREFERRED QUALIFICATIONS:

  • Experience with M-Files
  • Experience with reconciliation processes
  • Ability to effectively assess risk
  • Creative problem-solving skills
  • Ability to mentor and train team members

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

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.

When the IRS performs an audit, they find the answers to these questions for many businesses are “NO”. By simply letting Goldleaf Partners handle retirement and payroll plans, clients can rest easy knowing their answers are “YES”.