CBIZ

Compliance Specialist – Retirement & Investment

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 required
  • At least three years of professional, retirement plan administration experience
  • Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
  • Possesses comprehensive 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
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 resolution
Soft Skills
initiativeleadershipcustomer needs anticipationself-learninginterpersonal skillstime managementcommunication
Certifications
Qualified Pension Administrator (QPA)Qualified 401(K) Administrator (QKA)