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.

• 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

• 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

Bachelor's degree or work equivalent required. 1 year retirement plan administration experience is required.

This position requires the employee to be seated the majority of the work time.

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.