What are the responsibilities and job description for the Compliance Analyst position at Fidelity Investments?
Job Description:
The Role
The Compliance Analyst position resides in Testing and Reporting Services (TRS) within Workplace Investing (WI). TRS provides and completes Employer Calculations and Additional Testing (ECAT), Plan Year End Summary Reporting, Minimum Coverage and Nondiscrimination Testing, Form 5500 completion and Audit Support for the plan’s year-end audit.
- Primarily processing items crucial to year-end employee benefit plan compliance
- Respond to basic technical and data related questions from clients and business partners
- Research and reconcile processing errors/issues related to production work
The Expertise and Skills You Bring
- Must have experience working with retirement plans
- Must have strong written communication skills
- A strong dedication to customer service and satisfaction
- Strong math and accounting skills
- Ability to read and understand retirement plan documents
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Testing & Reporting Compliance Associate works as part of a team to deliver best in class support and expertise to the WI Client Service Teams and most importantly 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:
ComplianceFidelity’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.
