We are looking for a Senior Compliance Services Specialist. If you are interested in joining a friendly, collaborative team and looking for a role with opportunities for professional growth, This is an excellent opportunity for you.
Recent experience in the field including ERISA/5500 expertise is highly preferred.
Highlights:

• Direct hire
• Competitive compensation and benefits package that includes employee ownership
• Pay Rate: $26-28/hr
• Schedule: Full-time, Monday-Friday 8:00 am to 5:00 pm
• Located in Middleton, WI

Responsibilities:

• Maintain up-to-date knowledge of the client's Compliance Services products procedures
• Understand concepts of ERISA and cafeteria nondiscrimination testing
• Input precise client/plan information into approved software for Compliance Services provision
• Generate accurate and complete Forms 5500 and wrap plan documents within departmental and company deadlines
• Apply product and regulatory knowledge to guide interactions and communications with clients, brokers, and internal teams effectively
• Coordinate workload distribution of CRM tasks and Help Desk emails with team members to ensure accurate responses within departmental turnaround times
• Maintain, update, and proactively manage the customer relations database, adhering to departmental standards by proactively documenting each client interaction and action item

Qualifications:

• Bachelor's Degree in Business or a similar field
• At least 2 years of recent, related experience
• Expert in ERISA requirements for Form 5500 Series highly preferred
• Experience with retirement compliance, employee benefits administration, and customer relationship management systems desired
• Computer proficiency (Windows) and the ability to learn new software programs
• Highly accurate with strong attention to detail
• Effective listening, verbal, and written communication skills
• CRM experience is a plus

Please apply for the Senior Compliance Services Specialist role today for immediate consideration!
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Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc.In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).
key responsibilities
- Maintain up-to-date knowledge of the client's Compliance Services products procedures- Understand concepts of ERISA and cafeteria nondiscrimination testing- Input precise client/plan information into approved software for Compliance Services provision- Generate accurate and complete Forms 5500 and wrap plan documents within departmental and company deadlines- Apply product and regulatory knowledge to guide interactions and communications with clients, brokers, and internal teams effectively- Coordinate workload distribution of CRM tasks and Help Desk emails with team members to ensure accurate responses within departmental turnaround times- Maintain, update, and proactively manage the customer relations database, adhering to departmental standards by proactively documenting each client interaction and action item
experience
1-4 years
skills
- CRM experience is a plus
education
Bachelors