Compliance Specialist, ERISA Department - Remote

National Benefit Services, LLC
Madison, WI, US
Remote
Full-time

Job Description

Job Description

Job Description

Full-time, fully remote position in retirement benefits administration, expected to work 8 AM to 5 PM, Monday through Friday .

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

14 days ago
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