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Lead Client Executive

2 months ago

Schaumburg, Illinois, United States AVMA Trust Full time
Job Title: Lead Client Executive - Employee Benefits

The AVMA Trust is seeking a highly skilled Lead Client Executive to oversee the administration, compliance, and regulatory aspects of employee benefit plans. As a key member of our team, you will ensure adherence to ERISA regulations and provide guidance on ERISA-related issues to ensure the proper management and operation of employee benefits plans.

Key Responsibilities:
  • Plan Compliance and Administration: Ensure all employee benefit plans comply with ERISA, DOL, and IRS regulations.
  • Regulatory Filings and Documentation: Prepare and file necessary documents with the IRS and DOL, including annual returns/reports and summary annual reports.
  • Consultation and Guidance: Provide guidance to adopting employers and participants on ERISA regulations and compliance issues.
  • Plan Design and Implementation: Collaborate with HR, legal, and finance teams to design and implement new benefit plans or modify existing ones.
Qualifications:
  • Bachelor's degree in human resources, Business Administration, Law, or a related field.
  • In-depth knowledge of ERISA, DOL, and IRS regulations governing employee benefit plans.
  • Experience in benefits administration, compliance, and plan management.
  • Strong analytical skills and attention to detail.
  • Excellent communication and interpersonal skills.
Preferred Qualifications:
  • Certification such as Certified Employee Benefit Specialist (CEBS), Professional in Human Resources (PHR), or similar.
  • Previous experience in a similar role within a corporate or consulting environment.