Compliance Specialist, ERISA Department

3 weeks ago


West Jordan, United States National Benefit Services, LLC Full time

Job Description

Full-time, fully remote position in retirement benefits administration, expected to work 8 AM to 5 PM, Monday through Friday with a 40+ hour work week. Wonderful working environment with opportunity for

growth. This position is full-time, fully remote, hourly, and nonexempt.

Duties

* All duties identified for Compliance Support position


* Support Implementation Team in new retirement plan set-up and take-over of existing data


* Complete reconciliation of plan assets and prepare statements for clients with one investment provider and no outside plan assets


* Complete basic required testing for retirement plans


* Support Relationship Manager in preparing, calculating, and presenting employer contributions


* Monitor plan operations for adherence to the terms of the plan document and applicable rules and regulations


* Must gain extensive knowledge of retirement plans through successfully completing the DC-1 exam within 1 year of accepting this position


* Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas


* Perform other duties as assigned by Supervisor or Vice President



Qualifications

* Be professional and articulate in both verbal and written communication


* Be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines


* Have excellent customer relation skills including the ability to develop and maintain effective relationships


* Able to learn quickly and have the ability to research complex problems independently


* Personable, highly motivated, hardworking and positive attitude


* Ability to resolve conflict


* Be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities


* Have strong computer skills including typing and 10-key, and proficiency in Microsoft Word, Outlook, and Excel


* Work well within a team



Educational and Experience - Bachelor's degree or work equivalent required. Retirement plan

administration experience is preferred.

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



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