Compliance Specialist II, Retirement

Description

Full-time, fully remote position, in retirement benefits administration, expected to work Monday through Friday with a 40+ hour work week. Wonderful working environment with opportunity for growth. This position is full-time, salaried, and exempt.

Duties

• •All duties identified for Compliance Specialist 1-2 position
• •Complete all required testing for retirement plans
• •Prepare large-plan filer Form 5500s for review and signing
• •Provide support for independent auditor when audit is required
• •Support Plan Sponsors in completing IRS audit requirements
• •Must gain extensive knowledge of retirement plans through successfully completing the QKA-1 and QKA-2 exams within 1 year of accepting this position; maintain QKA designation once obtained
• •Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
• •Perform other duties as assigned by Supervisor or Director

Requirements

Qualifications

• •Must be professional and articulate in both verbal and written communication
• •Must be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
• •Must have excellent customer service skills
• •Strong understanding of yearend ERISA administration
• •Personable, highly motivated, hardworking and positive attitude
• •Ability to resolve conflict
• •Must be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities
• •Should have strong computer skills including typing and 10-key, and proficiency in Microsoft Word, Outlook, and Excel
• •Be able to comprehend and interpret IRS and DOL regulations
• •Must work well within a team

Educational and Experience – Bachelor’s degree or work equivalent required. 1 year retirement plan administration experience is required.

Physical Requirements – This position requires the employee to be seated the majority of the work time.

Note : The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your “at-will” status in any way, and are subject to change at the discretion of National Benefit Services, LLC

Regular Business hours are Monday - Friday from 8:00 am to 5:00 pm. Salaried employees are expected to be available during regular business hours.