Governance Operations Analyst

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Assist with ERISA §3(16) fiduciary functions by evaluating plan administration against established 3(16) procedures.

• Examine designated 3(16) plans for compliance with documented procedures and governance standards.

• Assess the alignment of daily plan administration with the established 3(16) processes.

• Identify discrepancies between documented procedures and their actual implementation.

• Document the outcomes of reviews using established frameworks and templates.

• Propose actionable next steps to address any procedural gaps or inconsistencies.

• Keep organized records that support procedural reviews and governance oversight.

• Review and suggest updates to procedures to align with operational practices.

• Assist in maintaining governance documentation that is current, accurate, and clearly articulated.

• Track procedural gaps, follow-up items, and remediation actions.

• Collaborate with internal stakeholders to verify the completion of corrective actions.

• Report significant risks or unresolved issues to management.

• Prepare summary reports and trackers concerning procedural reviews and alignment status.

• Aid in identifying trends related to recurrent procedural gaps.

• Serve as a resource for inquiries regarding 3(16) procedures and governance expectations.

• Work in partnership with operations, compliance, and leadership teams.

• Safeguard, secure, and handle confidential Ascensus data appropriately.

⛳️ Requirements

• 1 to 3 years of experience in retirement operations, compliance, governance, or a related domain.

• Bachelor’s degree in business or a related field, or equivalent professional experience.

• Exceptional attention to detail and capability to adhere to structured review standards.

• Experience in reviewing procedures, workflows, or documentation.

• Strong written communication skills.

• Proficiency in Microsoft 365 (Excel, Word, Outlook, Teams).

• Ability to work independently while effectively collaborating with others.

• Familiarity with ERISA or retirement plan administration is preferred.

• Experience in supporting procedural reviews or operational assessments is preferred.

• Interest in governance, fiduciary operations, or process enhancement is preferred.

• Industry certifications such as QKA or CRPS are advantageous but not mandatory.

• Ability to maintain confidentiality and protect sensitive information.

• Capability to meet remote work requirements, including a distraction-free workspace, family care coverage during business hours, and the necessary internet speed.

🏝️ Benefits

• Remote work arrangement.

• Requirement for an uninterrupted virtual workspace.

• Family care is expected to be arranged during business hours.

• Required internet speed of 25 Mbps or higher.

• Equal Opportunity Employer.