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Compliance Specialist II

NBS, A "Remote First" Company

(Remote / Orange Park FL)

We are seeking a Compliance Specialist responsible for third-party administration tasks, including the preparation of 5500 forms. Relius experience a plus. This fully remote role focuses on TPA retirement benefits administration, ensuring compliance with regulatory requirements and providing expert support to teammates.

Key Responsibilities:

• Prepare 5500 forms and other third-party administration tasks.
• Ensure compliance with retirement plan regulations.
• Provide expert support to teammates.

Ideal Candidate:

• Strong understanding of retirement plan regulations.
• Excellent attention to detail.
• Ability to work independently in a remote environment.

Work Schedule:

• Monday through Friday, 8 AM - 5 PM (you stateside time zone).
• 40-hour work week with some overtime as necessary.

Position Details:

• Full-time, salaried, and exempt.
• Wonderful working environment with opportunities for growth.

Requirements:

• Own equipment meeting standardized minimum internet speed requirements.
• Internet package with a minimum of 100 Mbps download and 10 Mbps upload speed.
• PC computers only (no Mac products or tablets), no older than 2-3 years.
• Connect to your router with an ethernet cord.
• Webcam in working condition for remote system assessment.

Duties

• Complete all required testing for retirement plans
• Prepare large-plan filer Form 5500s for review and signing
• Provide support for independent auditor when audit is required
• Support Plan Sponsors in completing IRS audit requirements
• Must gain extensive knowledge of retirement plans through successfully completing the QKA-1 and QKA-2 exams within 1 year of accepting this position; maintain QKA designation once obtained
• Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
• Perform other duties as assigned by Supervisor or Director

Qualifications

• Must be professional and articulate in both verbal and written communication
• Must be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
• Must have excellent customer service skills
• Strong understanding of yearend ERISA administration
• Personable, highly motivated, hardworking and positive attitude
• Ability to resolve conflict
• Must be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities
• Should have strong computer skills including typing and 10-key, and proficiency in Microsoft Word, Outlook, and Excel
• Be able to comprehend and interpret IRS and DOL regulations
• Must work well within a team

Educational and Experience – Bachelor’s degree or work equivalent required. 1 year retirement plan administration experience is required.

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
Regular Business hours are Monday - Friday from 8:00 am to 5:00 pm. Salaried employees are expected to be available during regular business hours.

How to Apply

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