Defined Contribution Compliance Testing Consultant - Hybrid

The Vanguard Group; Malvern (Chester County); Hybride; USD 85 000 - 120 000; Plein temps

Résumé du poste

Vanguard in Malvern, PA is seeking a compliance testing professional to perform and review accurate defined contribution testing for our clients, and to establish strong relationships with internal and external stakeholders.

The role emphasizes communicating test results, mentoring administrators, and maintaining current regulatory knowledge, with heavy data analysis and Excel usage in a hybrid work environment at Vanguard.

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• Minimum three years of compliance testing experience as related to qualified defined contribution plans.
• Ability to communicate clearly both written and verbally to a variety of audiences, particularly on defined contribution nondiscrimination and compliance testing issues.
• Excellent data analysis and technology skills including ability to work extensively in Excel.
• Demonstrated analytical/problem solving skills related primarily to regulatory issues.
• Ability to assess problem situations and apply technical knowledge to propose and deliver accurate solutions for general and complex compliance testing.
• Ability to organize, prioritize and process multiple issues simultaneously.
• Ability to oversee the completion of tasks by multiple personnel for assigned clients.
• Knowledge of regulatory environments as related to defined contribution plans.
• Knowledge of record keeping database and compliance/nondiscrimination testing tools.

Responsabilités

• To perform and review accurate compliance testing and analysis functions for Vanguard's defined contribution compliance testing clients.
• To establish and maintain relationships and communicate with internal and external clients at various levels to perform compliance related tasks, discuss compliance related issues and communicate compliance test results.
• To assist management in the oversight and coaching of a team of administrators in the performance of compliance testing and analysis and testing responsibilities.
• To develop and maintain technical skills and regulatory knowledge consistent with compliance testing functions.

Connaissances

Excel

Data analysis

Regulatory knowledge

Communication skills

Formation

Bachelor's degree

Outils

Nondiscrimination testing tools

Description du poste

Vanguard in Malvern, PA is seeking a compliance testing professional to perform and review accurate defined contribution testing for our clients, and to establish strong relationships with internal and external stakeholders.

The role emphasizes communicating test results, mentoring administrators, and maintaining current regulatory knowledge, with heavy data analysis and Excel usage in a hybrid work environment at Vanguard.