Compliance Specialist, ERISA Department
National Benefit Services
Full-time
Remote
United States
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
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All duties identified for Compliance Support position
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Support Implementation Team in new retirement plan set-up and take-over of existing data
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Complete reconciliation of plan assets and prepare statements for clients with one investment provider and no outside plan assets
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Complete basic required testing for retirement plans
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Support Relationship Manager in preparing, calculating, and presenting employer contributions
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Monitor plan operations for adherence to the terms of the plan document and applicable rules and regulations
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Must gain extensive knowledge of retirement plans through successfully completing the DC-1 exam within 1 year of accepting this position
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Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
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Perform other duties as assigned by Supervisor or Vice President
Qualifications
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Be professional and articulate in both verbal and written communication
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Be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
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Have excellent customer relation skills including the ability to develop and maintain effective relationships
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Able to learn quickly and have the ability to research complex problems independently
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Personable, highly motivated, hardworking and positive attitude
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Ability to resolve conflict
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Be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities
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Have strong computer skills including typing and 10-key, and proficiency in Microsoft Word, Outlook, and Excel
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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