Retirement Plan Account Analyst @ Boulay
Retirement Plan Account Analyst
Passion for success is where it all starts. At Boulay we inspire remarkable careers focused on building your talents and celebrating your successes. We equip you with a professional/work/business environment, helping you grow personally and professionally. Our style fosters honest, down-to-earth, long-term relationships that provoke open dialogue among colleagues and delivers innovative ideas and services to our clients.
Clients tell us what separates Boulay from the rest is our thoughtful and comprehensive approach to client service—working hard to give clients sound advice, invaluable insights, workable options and thoughtful recommendations.
The Retirement Plan Account Analyst is responsible for managing all aspects of compliance systems data maintenance to facilitate transaction processing, compliance testing and reporting.
It’s about being part of a team that gives you reliable advice, challenges your smarts and cultivates lifelong friendships. If you have at least three years of audit, accounting or tax experience and you are wondering if it’s time to make a career change, consider learning more about the Boulay story.
Analyze plan documents to determine terms, responsibilities and duties associated with service provided for the plan
Ensure system specifications reflect written plan documents
Manage benefit plan records and information for firm clients
Analyze and process census information
Reconcile and update participant data
Review selected incoming distribution documentation paperwork for completeness and accuracy
Assist in calculating and processing transactions, distributions and loan requests
Manage trust statements and perform trust accounting
Prepare 5500s and compile reports
Assist in the evaluation of takeover plans and coordinate related transition of data
Manage data links with partner financial institutions
Maintain contact data and web interfaces
Assist with managing deadlines, correspondence, data collection and retirement plan compliance for clients
Research pension trust accounting reports and research discrepancies
Remain actively involved in departmental development of processes and procedures.
Develop into a centralized data management resource for all our internal and external contacts
Maintain professional and appropriate conduct; represent Firm and self well in all work-related situations
Proactive in approach to internal and external client service
Adhere to all regulations and ethical standards set forth by the Firm and other governing bodies
Promote the ideals, values, mission, and vision of the Firm
Understand and demonstrate the Boulay 8 (Ethical, Respectful, Personable, Precise, Immersed, Proactive, Innovative, and Inquisitive)
Complete other duties, tasks, or special projects as assigned
Demonstrate compliance with all Firm policies and procedures as defined in the Employee Handbook
Associate or Bachelor’s Degree or equivalent employment experience
Previous experience in a role like this strongly preferred
Strong analytical and mathematical skills
Strong verbal and written communication skills
Ability to work independently, multitask, and prioritize work to meet deadlines
Strong computer skills: proficiency in Microsoft Office Suite and ability to effectively use specialized softwares
Ability to problem solve and troubleshoot to discern options and resolve issues
Demonstrates exceptional customer service skills
Strong attention to details
Ability to learn and understand complex ERISA, DOL, IRS and SEC regulatory requirements
Strong comfort level with technology and learning new programs.
Ability to handle sensitive information and maintain confidentiality
Ability to reason intelligently and use sound judgment
Strong interpersonal skills, a team-based attitude, and a desire to collaborate
Experience with Relius software is preferred
● Open doors at all levels ● Collaborative work spaces
● Flexible hours ● Competitive Base & Bonus Compensation
● Learning and Development Programs ● Dress for Your Day Culture
● Generous Vacation, Personal and Holiday ● Boulay Buddies, Mentors and Primary Partners
● Comprehensive benefits package ● Paid Volunteer Time
● Firm and team social events ● Snacks, Pop and Ping Pong!
Attn: Human Resources 7500 Flying Cloud Drive, Suite 800 Minneapolis, MN 55344
Elizabeth Frye, SPHR, SHRM‑SCP
Human Resources Director
7500 Flying Cloud Drive, Suite 800
Eden Prairie, Minnesota 55344
T 952.841.3064 | F 952.516.7214