What are the responsibilities and job description for the ESOP Compliance Specialist, ERISA Department - Remote position at National Benefit Services, LLC?
Job Description
Job Description
Job Description
Full-time, fully remote position in retirement benefits administration, expected to work 8 AM to 5 PM, Monday through Friday. Wonderful working environment with opportunity for
growth. This position is full-time, fully remote, hourly, and nonexempt.
Duties
All duties identified for Compliance Support position
- Knowledge and working experience of ESOP
Support Implementation Team in new retirement plan set-up and take-over of existing data
Complete reconciliation of plan assets and prepare statements for clients with one investment provider and no outside plan assets
Complete basic required testing for retirement plans
Support Relationship Manager in preparing, calculating, and presenting employer contributions
Monitor plan operations for adherence to the terms of the plan document and applicable rules and regulations
Must gain extensive knowledge of retirement plans through successfully completing the DC-1 exam within 1 year of accepting this position
Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
Perform other duties as assigned by Supervisor or Vice President
Qualifications
Be professional and articulate in both verbal and written communication
Be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
Have excellent customer relation skills including the ability to develop and maintain effective relationships
Able to learn quickly and have the ability to research complex problems independently
Personable, highly motivated, hardworking and positive attitude
Ability to resolve conflict
Be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities
Have strong computer skills including typing and 10-key, and proficiency in Microsoft Word, Outlook, and Excel
Work well within a team
Educational and Experience - Bachelor's degree or work equivalent required. Retirement plan
administration experience is preferred.
Physical Requirements - This position requires the employee to be seated the majority of the work time.
Note : The statements herein are intended to describe the general nature and level of work for the designated position. The
statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not
establish a contract for employment, do not eliminate your "at-will" status in any way, and are subject to change at the
discretion of National Benefit Services, LLC
