Compliance Specialist, ERISA Department - Madison, United States - National Benefit Services, LLC

Description

Job Description

Job DescriptionJob DescriptionFull-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 forgrowth. 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 planadministration 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. Thestatements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do notestablish a contract for employment, do not eliminate your "at-will" status in any way, and are subject to change at thediscretion of National Benefit Services, LLC