Remote - Benefit Administration Compliance Specialist II, Retirement

NBS, LLC; Dallas (TX); Remote; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated Compliance Specialist II to join their fully remote team specializing in retirement benefits administration. This full-time role offers a wonderful working environment and opportunities for growth. The ideal candidate will possess strong communication skills, a keen attention to detail, and a solid understanding of ERISA administration. You'll be responsible for ensuring compliance with retirement plans, preparing necessary documentation, and supporting audits. If you're a motivated professional looking to make a meaningful impact in a dynamic field, this position is perfect for you.

Qualifications

• 1 year of retirement plan administration experience required.
• Must complete QKA-1 and QKA-2 exams within 1 year.

Responsibilities

• Complete testing for retirement plans and prepare Form 5500s.
• Support Plan Sponsors in IRS audit requirements.

Skills

Verbal Communication

Written Communication

Customer Service

Conflict Resolution

Attention to Detail

Organization

Self-Motivation

Education

Bachelor's Degree

Work Equivalent

Tools

Microsoft Word

Microsoft Outlook

Microsoft Excel

Job description

Compliance Specialist II,
Retirement (3-4)

Job Description
Full-time, fully remote position in retirement benefits administration, expected to work Monday through Friday with a 40-hour work week. Wonderful working environment with opportunity for growth. This position is full-time, salaried, and exempt.

Duties

1. All duties identified for Compliance Specialist 1-2 position
2. Complete all required testing for retirement plans
3. Prepare large-plan filer Form 5500s for review and signing
4. Provide support for independent auditor when audit is required
5. Support Plan Sponsors in completing IRS audit requirements
6. Must gain extensive knowledge of retirement plans through successfully completing the QKA-1 and QKA-2 exams within 1 year of accepting this position; maintain QKA designation once obtained
7. Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
8. Perform other duties as assigned by Supervisor or Director

Qualifications

• Must be professional and articulate in both verbal and written communication
• Must be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
• Must have excellent customer service skills
• Strong understanding of year-end ERISA administration
• Personable, highly motivated, hardworking, and positive attitude
• Ability to resolve conflict
• Must be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities
• Should have strong computer skills including typing and 10-key, and proficiency in Microsoft Word, Outlook, and Excel
• Be able to comprehend and interpret IRS and DOL regulations
• Must work well within a team

Educational and Experience - Bachelor's degree or work equivalent required. 1 year retirement plan administration experience is required.

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. Regular business hours are Monday - Friday from 8:00 am to 5:00 pm. Salaried employees are expected to be available during regular business hours.