Compliance Consultant (Third Party Administrator)
  • Job Posting Expires: 2/13/2023
15M ago
$50,000 to $60,000
Full Time
No
Financial Services
0-2 Years
None
Primary Duties

Why Work Here

Working at RPC/Integrity flat-out rocks. Why? Because we put people first — and we want you to thrive in a career that you love. We’re proud of our working environment and culture, where we reward your hard work and support your strong values. 

Joining us means being part of a hyper-growth company with all kinds of professional opportunities for those who are ready. Are you ready? At Integrity, we start with competitive compensation and just get better from there. 

We love celebrating all your hard work with fun and swag — and we love giving back! You can look forward to friendly competitions and contests, as well as activities that help raise money for charities in the communities we serve.

At RPC/Integrity, we include benefits that make work-life more fun with more peace of mind for you. These benefits include but are not limited to:

  • Generous PTO and holiday schedule, with extra time off for community service and your birthday
  • Multiple health insurance plans to choose from 
  • 401(k) with immediately vested employer matching 
  • Integrity-paid HSA contributions for eligible health plans
  • Employee ownership program after one year, which grants meaningful ownership in Integrity’s ongoing success

Join the Retirement Plan Consultants Team today!

We are looking for someone who has a passion to provide excellent customer service to our clients. If you are detail oriented, a hands-on learner, and possess knowledge in the retirement industry, this position would be a great fit for you. We offer specialized job training that will help you be successful in this position and advance your career in future roles with RPC.

Within Integrity, Retirement Plan Consultants has been around for about 12 years and our business and staff continues to grow. We are located in Norfolk, NE, but we service companies nationally.  We work with businesses, churches, and schools to provide a quality retirement plan for their employees. We are focused on providing a customized plan to assist participants on their way to retirement and in doing so, have established an outstanding reputation for quality service. We believe your role in the Firm should lead to personal growth and opportunity for advancement.

Position Summary

In this position, you will complete the following tasks.

  • Serve as relationship manager for an assigned group of clients
  • Use general retirement plan guidelines to assist clients with questions.
  • Review and approve client forms
  • Assist in answering incoming calls as needed
  • Learn and complete plan documents, annual non-discrimination testing, 5500 forms, and employer contribution calculations.
  • Work closely with our Client Service and Recordkeeping teams
  • Education Requirements:            
    • Associates or bachelor’s degree preferred or relevant work experience.

*Relevant work experience should include computer skills and customer service experience.

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Required Knowledge, Skills, and Abilities

Preferred Experience/Skills:

  • Third Party Administration and/or Recordkeeping experience in the retirement plan industry
  • ASPPA Designations and knowledge on IRS/DOL & ERISA rules regarding employer sponsored retirement plans
  • Strong customer service experience via phone or email is desired.
  • Strong computer skills (Microsoft Office, PensionPro, Relius/FIS, Engagement, ftwilliam)

Compensation Details

Hours worked:

In this position you will work during our normal business hours 8AM – 5PM, Monday-Friday with a 1-hour lunch. January - March 15th overtime is required, during other times of the year overtime may vary depending on workload.


Benefits
  •  Employee Ownership Plan
  •  Paid Time Off for Vacation, Sick and Personal
  •  Generous Paid Holidays
  •  Community Service Paid Time Off
  •  Competitive Health Insurance
  •  401k Retirement Plans with competitive employer paid match
  •  Work/Life Employee Assistance Program

How to Apply

Apply today through our company site:

https://retirementplanconsultants.bamboohr.com/careers/65