Greenleaf Trust · 1 week ago
Recordkeeping Analyst - Kalamazoo, MI
Kalamazoo, MI
Full-time
Onsite
Mid Level
3+ years expGreenleaf Trust N.A. is dedicated to providing comprehensive wealth management services and is seeking a Recordkeeping Analyst. The role involves plan administration and participant recordkeeping services for retirement plans, including processing transactions, compliance testing, and preparing reports.
FinanceFinancial ServicesWealth Management
Responsibilities
Understanding of Retirement Plan documents, technical rules and regulations, and government reporting requirements
Set-up of plan benefits and features on recordkeeping system
Post, and reconcile, daily plan transactions (contributions, investment elections and transfers, distributions, loans, fees, etc.)
Allocation of employer contributions and annual discrimination and compliance testing as prescribed by ERISA and applicable regulation
Work closely, when applicable, with audit firms in preparing Annual Form 5500
Provide ongoing client communication with assigned plans that have basic plan provisions and are generally smaller and less complex
Discuss plan provisions/options with plan sponsors and other contacts at company
Answer questions from clients on a variety of retirement plan topics
Proactively communicate with clients on compliance testing and allocation process
Prepare Quarterly Employer Reports
Prepare all reports and statements
Upload all required reports to sponsor website
Other Duties
Quarterly fee & invoice production and tracking
Quarterly loan review and default process
Annual Required Minimum Distribution process
Quarterly participant address data scrub with mailing vendor
Cash-out distribution analysis and processing
Uncashed Checks – Escheatment processing
22c2 Reporting
Participation in designated workgroups and projects as assigned
All other duties as assigned
Qualification
Required
Bachelor's Degree and minimum 3 years experience in retirement plan administration or recordkeeping, or equivalent education and experience
Working knowledge of investment and/or retirement plans desirable
Experience with FIS (formerly Relius) or equivalent participant recordkeeping system desired
Strong work ethic and team orientation
Strong organizational skills
Good interpersonal skills (“people skills”)
Excellent verbal and written communication skills
Proficient with MS Office Suite
Ability to work, and problem-solve independently
Proactive
Assertive
Analytical skills
Motivated, conscientious and reliable
Committed to “top-of-the-line” client service standards
Organized with keen attention to detail
Ability to prioritize and multi-task
Patient, honest and positive
Company
Greenleaf Trust
Greenleaf Trust provides holistic perspectives and solutions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2011-12-10Equity Crowdfunding
Leadership Team
M
Michael F. Odar
CEO and President
Recent News
DBusiness Magazine
2024-04-06
2024-04-06
DBusiness Magazine
2024-04-06
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