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⢠Prepare nondiscrimination testing, Form 5500s, and plan document amendments for assigned clients ⢠Learn and maintain a working knowledge of qualified plan regulations ⢠Learn and maintain a working knowledge of all software and tools necessary to perform job duties, particularly Ft William applications used to complete nondiscrimination testing, Form 5500s and plan documents ⢠Complete additional Compliance related projects as assigned ⢠Respond to ERISA technical questions from plan sponsors or administrators ⢠Follow policies and procedures set forth by the company
⢠Strong proficiency in Microsoft Office software, particularly in Excel. ⢠Ability to obtain a strong proficiency in the use of Relius, Ft William and the Company CRM platform. ⢠Ability to learn and understand department processes, procedures and standards ⢠Ability to manage multiple tasks under deadlines ⢠Excellent organizational and communication skills ⢠Ability to use general office equipment including computer keyboard by touch, voicemail system, copy machine, and printers. ⢠Ability to proficiently read, write and communicate clearly in English ⢠Ability to maintain an effective working relationship with, and among employees ⢠Effective communications skills with ability to handle difficult people or situations ⢠Accounting or finance degree preferred. ⢠One year related work experience and accounting classes may be substituted for degree. ⢠Advanced knowledge of Microsoft Excel required. ⢠Prior experience with Relius Administration or similar software is a plus.
⢠Generous paid time off benefits ⢠Medical, dental, and vision coverage ⢠Group life insurance ⢠Company paid short and long term benefits ⢠401(k) plan ⢠Dependent Care Account (DCA) ⢠Flexible Spending Account (FSA) ⢠And more!
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