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Associate Compliance Specialist - Retirement Plans

CBIZ

in Telecommute / Torrance CA / San Francisco CA / Pleasant Hill CA / Los Angeles CA / Phoenix AZ / Kansas City MO / Denver CO / Independence OH / Uniontown OH / Akron OH / Philadelphia PA

Logo for CBIZ

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.   

CBIZ has been honored to be the recipient of several national recognitions:  

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
  • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top 101 2020 Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 Top Workplaces USA

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER). 

Essential Functions and Primary Duties:

  • 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

Preferred Qualifications:

  • Bachelor's degree

Minimum Qualifications:

  • High School Diploma or GED  
  • Zero to two years of professional, retirement plan administration experience
  • Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
  • Possesses fundamental 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
  • Ability to travel as necessary

How to Apply

Please apply directly with the link below or email your information to sgaither@cbiz.com

Apply Now


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