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Entry Level ERISA Compliance Analyst

Job not on LinkedIn

3 hours ago

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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!

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