Entry Level ERISA Compliance Analyst

Job not on LinkedIn

1 hour ago

Apply Now
Logo of Employee Fiduciary

Employee Fiduciary

The Ideal 401(k) for Small and Medium-Sized Businesses.

51 - 200 employees

📋 Description

• 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

🎯 Requirements

• 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.

🏖️ Benefits

• 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!

Apply Now

Similar Jobs

October 16

Compliance Analyst ensuring adherence to CFTC regulations and membership obligations at U.S. derivatives exchange while conducting investigations and audits for compliance violations.

August 28

Rain

2 - 10

Licensing Associate driving U.S. and international regulatory licensing strategy for Rain, a cross-border payments fintech. Managing MTLs and international license applications.

Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com