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Compliance Specialist

Wespath Benefits and Investments

in Remote / Glenview IL

Do you want to work for a company who lives into their values of integrity, mutual respect, and teamwork?

Do you want to help others while working for a company making an impact on environmental, social and governance issues?

Wespath Benefits and Investments, recognized as a 2017-2021 Chicago’s Best and Brightest Companies to Work For® and a 2018-2021 National Best and Brightest Companies to Work For®, has an opportunity for a Compliance Specialist.

As a Compliance Specialist you will provide support and services to ensure Wespath-administered benefit plans and programs comply with IRS regulations, plan provisions, rules, and policies, and the rules of The United Methodist Church. The Compliance Specialist also supports the completion of the Enterprise Compliance Program.

More specifically, as a Compliance Specialist you will have the opportunity to:

• Support the Compliance team in organizational projects and initiatives to gain knowledge and experience.
• Support the Compliance team in completing the annual Enterprise Compliance Program and scheduled Compliance Assessments.
• Perform and document walkthroughs of less complex key compliance processes and controls.
• Perform tests of key compliance controls under direct supervision.
• Complete tasks for small estates, guardianships, and powers of attorney.
• Perform research and documentation for assigned Special Requests.
• Complete ad hoc compliance projects as assigned.
• Respond to and/or document inquiries related to plan or regulatory provisions and requirements received from internal and external customers under guidance of more experienced Compliance team members.
• Review procedures for compliance with plan provisions, federal and state tax laws and other regulatory reporting and testing.
• Assist in claims/appeals/Special Request processing.

Compliance Specialist Benefits:

• Medical, dental, vision and well-being benefits from our HealthFlex Exchange on day one
• 8% employer contribution to retirement plan with an additional match up to 2% on day one
• 22 days of PTO + 12 paid holidays
• Hybrid work environment

Qualifications:

• 2 years’ experience in employee benefit plan administration
• Advanced knowledge of all Microsoft Office products.

Preferred Requirements/Qualifications:

• Demonstrated understanding of defined contribution and defined benefit retirement plans and health and welfare plan provisions in a non-profit church organization.

How to Apply

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