Compliance Consultant (Third Party Administrator)
  • Job Posting Expires: 2/13/2023
6M ago
$50,000 to $60,000
Full Time
No
Financial Services
0-2 Years
None
Primary Duties

Primary Responsibilities:

  • Dedicated Contact for assigned group of clients (Typically 80-100 Plans)
  • Assist the client in ensuring the plan is meeting all retirement plan qualification guidelines
  • Recommend changes to plan design or operation as needed
  • Review and approve participant requests for assigned your assigned clients
  • Compliance Testing and Review of Plan/Participant Limits
  • Contribution Reconciliation
  • Employer Contribution Calculations
  • Preparation & Filing of Annual IRS Required Forms
  • Prepare Formal Plan Documents & Amendments

Required Knowledge, Skills, and Abilities

·         3+ Years of Experience in Financial Services is Preferred

·         ASPPA QKA Certification Preferred (or interest in obtaining)

·         Computer & Technical Literacy (Microsoft Office Suite)

·         Exceptional Communication Skills (Written & Verbal)

·         Accountable & Self-Sufficient

·         Ability to Adhere to Deadlines

·         Desire to Provide Extraordinary Customer Service

 


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: