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Compliance Specialist I, ERISA Department

Company: National Benefit Services, LLC
Location: West Jordan
Posted on: June 8, 2021

Job Description:

Job Description

Full-time position in retirement benefits administration, expected to work 8 AM to 5 PM, Monday through Friday with a 40+ hour work week. Wonderful working environment with opportunity for growth. This position is full-time, hourly, and nonexempt.


  • All duties identified for Compliance Support position
  • Assist in reviewing retirement plans for compliance to all laws and regulations
  • Support Implementation Team in new retirement plan set-up and take-over of existing data
  • Complete reconciliation of plan assets and prepare statements for clients with one investment provider and no outside plan assets
  • Complete basic required testing for retirement plans
  • Prepare small-plan filer Form 5500s for review and signing
  • Support Relationship Manager in preparing, calculating, and presenting employer contributions
  • Manage multiple tasks, projects, and deadlines at the same time as assigned by Supervisor or Vice President
  • Monitor plan operations for adherence to the terms of the plan document and applicable rules and regulations
  • Must gain extensive knowledge of retirement plans through successfully completing the DC-1 exam within 1 year of accepting this position
  • Actively contribute to a positive team environment
  • Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
  • Perform other duties as assigned by Supervisor or Vice President


  • Be professional and articulate in both verbal and written communication
  • Be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
  • Have excellent customer relation skills including the ability to develop and maintain effective relationships
  • Able to learn quickly and have the ability to research complex problems independently
  • Personable, highly motivated, hardworking and positive attitude
  • Ability to resolve conflict
  • Be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities
  • Have strong computer skills including typing and 10-key, and proficiency in Microsoft Word, Outlook, and Excel
  • Work well within a team

Educational and Experience - Bachelor's degree or work equivalent required. Retirement plan administration experience is preferred.

Physical Requirements - This position requires the employee to be seated the majority of the work time.

Note: The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your "at-will" status in any way, and are subject to change at the discretion of National Benefit Services, LLC

All qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, gender identity or expression, affectional or sexual orientation, disability, nationality or sex.

Keywords: National Benefit Services, LLC, West Jordan , Compliance Specialist I, ERISA Department, Other , West Jordan, Utah

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