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National Benefit Services LLC
Compliance Specialist II, Retirement
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What they do
A Compliance Officer or Analyst monitors internal compliance with company policies and also company compliance with local, state and federal laws. Reviews company documents, including contracts and marketing materials; communicates with employees and develops training and internal policy materials.
$76,762 / year median in the U.S.
+2% projected growth
Job Description
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Compliance Specialist II, Retirement
Until Filled (PST)
Retirement
West Jordan, UT, USA
Full Time 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 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.