Join a team of passionate Benefits Consultants working to inspire, empower, and engage partner organizations to help their employees live healthier, more secure lives in a local, employee-owned organization going through intentional growth!
We are on a search for a Sr. Compliance Services Specialist with recent experience in retirement benefits compliance. Expertise in ERISA compliance is highly desired!
Highlights :Responsibilities :
- Understand concepts of ERISA and cafeteria nondiscrimination testing
- Generate accurate and complete Forms 5500 and wrap plan documents within departmental and company deadlines
- Serve as a Subject Matter Expert, applying product and regulatory knowledge to guide interactions and communications with clients, brokers, and internal teams effectively
- Coordinate workload distribution of CRM tasks and Help Desk emails with team members to ensure accurate responses within departmental turnaround times
- Maintain, update, and proactively manage the customer relations database, adhering to departmental standards by proactively documenting each client interaction and action item
Qualifications :
- Minimum 2 years of recent, related experience
- Expertise in ERISA requirements for Form 5500 Series
- Experience with retirement compliance, employee benefits administration, and customer relationship management systems
- Computer proficiency (Windows) and the ability to learn new software programs
- Highly accurate with strong attention to detail
- Effective listening, verbal, and written communication skills
- CRM experience is a plus
If you are interested in joining a friendly and collaborative team aligned in their mission and passion to support organizations and their employees, in an organization with plenty of opportunities for professional growth, this might be exactly what you've been looking for!
Please apply for immediate consideration!
Sr Compliance Specialist
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Sr. Compliance Specialist
Compliance Services Specialist with recent experience in retirement benefits compliance. Expertise in ERISA compliance is highly desired!. Experience with retirement compliance, employee benefits administration, and customer relationship management systems. ...
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