Compliance Expert

4 days ago


Madison, Wisconsin, United States National Benefit Services, LLC Full time

Job Title: Compliance Expert

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About Us:

National Benefit Services, LLC is a leading provider of retirement benefits administration. We are seeking a highly motivated Compliance Expert to join our team.

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Job Description:

We are looking for a detail-oriented and organized individual to support our ERISA department. The successful candidate will be responsible for supporting implementation teams in new retirement plan set-ups and takeovers of existing data. This role requires strong analytical skills, attention to detail, and excellent communication skills.

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Responsibilities:

  • 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

Requirements:

  • 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

Compensation and Benefits:

This is a full-time, fully remote position with an estimated salary range of $60,000 - $80,000 per year, depending on experience. National Benefit Services, LLC offers a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.



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