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Nondiscrimination Testing Compliance Analyst

Fidelity Investments Institutional Operations Company LLC
One Destiny Way, TX Full Time
POSTED ON 12/13/2024 CLOSED ON 2/12/2025

What are the responsibilities and job description for the Nondiscrimination Testing Compliance Analyst position at Fidelity Investments Institutional Operations Company LLC?

Job Description: The Role The Testing & Reporting Compliance Associate is responsible for completion of NDT, Form 5500 and Plan Year End Summary work. The position also provides incoming phone support via the Helpline as required and may provide assistance with more advanced and special tier Testing & Reporting work. Preparation of complex NDT, Form 5500 files and/or year-end report processing Provide support to other staff members for more advanced and special tier Testing & Reporting work Respond to basic technical and data related questions from clients and business partners Research and reconcile processing errors/issues related to production work Provide incoming phone support via Helpline as required The Expertise and Skills You Bring College degree preferred 3 years of experience working with Defined Contribution plans 1 year of non-discrimination testing, PYES and/or Form 5500 experience preferred Basic math and/or accounting skills Strong computer/database/recordkeeping skills Proven problem solving skills Ability to work effectively with clients and peers Basic verbal and written communication skills The Team The Testing & Reporting Compliance Associate works as part of a team to deliver timely and accurate testing and reporting to our clients to help them meet the regulatory requirements of having a qualified retirement plan. In Testing & Reporting Services, we strive to continuously evolve our processes, systems, and training, to increase quality, drive efficiency, and provide a better experience for our Clients and Associates. Certifications: Category: Compliance Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
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