Associate Compliance Specialist
CBIZ
full-time
Posted on:
Location Type: Hybrid
Location: North Canton • Ohio • United States
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About the role
- Provide advice and counsel on plan document design and compliance
- Provide advice and counsel on retirement plan life cycle such as IRS submissions plan amendments, restatements, and plan terminations
- Perform research, compilation, review and analysis of information to aid in decision making
- Consult with plan sponsors to resolve issues
- Perform research and resolution to assist with questions and issues
- Provide general client service and problem resolution services
- Additional responsibilities as assigned
Requirements
- High School Diploma or GED
- Zero to two years of professional, retirement plan administration experience
- Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
- Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
- Capacity to adapt and work effectively within a variety of situations, and with various individuals or groups
- Display innovative ideas and solutions and capacity to identify and eliminate redundant work efforts and inefficient processes
- Ability to travel as necessary
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
retirement plan administrationIRS submissionsplan amendmentsplan terminationsresearch and analysisproblem resolutiondecision makingclient serviceinitiativeleadership
Soft Skills
interpersonal skillscommunication skillsteam playeradaptabilitycustomer needs anticipationself-learningmotivationinnovative thinkingcapacity to work under deadlinescapacity to work with diverse groups
Certifications
High School DiplomaGEDQualified Pension Administrator (QPA)Qualified 401(K) Administrator (QKA)