Compliance Specialist II, Retirement

National Benefit Services, LLCWest Jordan, UT

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Job Description

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.

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

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.

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FAQs About Compliance Specialist II, Retirement Jobs at National Benefit Services, LLC

What is the work location for this position at National Benefit Services, LLC?

This job at National Benefit Services, LLC is located in West Jordan, UT, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at National Benefit Services, LLC?

Employer has not shared pay details for this role.

What employment applies to this position at National Benefit Services, LLC?

The employer has not provided this information. This may be discussed during the hiring process.

What is the process to apply for this position at National Benefit Services, LLC?

You can apply for this role at National Benefit Services, LLC either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.