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Compliance Specialist II, Retirement

Compliance Specialist II, Retirement

National Benefit Services, LLCWest Jordan, UT, US
21 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Job 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.

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    Retirement Specialist • West Jordan, UT, US