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.







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