Job description

Job Description

Full-time, fully remote position in retirement benefits administration, regularly working 8 AM to 5 PM, Monday through Friday with 40 + hour work week. Wonderful working environment with opportunity for growth. This position is full-time, salaried, and exempt.

Duties

· Build and maintain strong, long-lasting customer relationships by providing support to a group of retirement plans through knowledge, expertise and customer care to all clients taking into account the client segmentation as determined by NBS.

· Oversee a variety of compliance tasks relating to ERISA and/or Non-ERISA retirement plans

· Develop and promote plan sponsor, advisor, and investment provider relationships

· Coordinate needs of investment providers, plan sponsors, participants, and advisors. Consult with plan sponsors or advisors concerning regulatory, operational, and service aspects of retirement plans

· Manage multiple tasks, projects, and deadlines at the same time

· Understand and ensure retirement plans meet all regulatory and compliance requirements as established by the IRS and DOL

· Coordinate plan needs with other teams to ensure timely and accurate completion and responses

· Coordinate support for plan sponsors during IRS audits or DOL investigations

· Monitor ERISA and/or Non-ERISA plan documents for adherence to applicable rules and regulations

· Attend and facilitate team, department, and company trainings

· Must gain extensive knowledge of retirement plans through certification within 1 year of accepting this position; maintain QKA and/or TGPC designation once obtained

· Make on-site client visits to top tier clients (some visits may require overnight stays)

· Provide expertise as a subject matter expert in one or more duties related to Relationship Management, including owning procedures and checklists pertaining to subject

· Provide expertise by way of a professional blogpost that can be published on the NBS online knowledge base

· 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

Qualifications

· Have excellent customer relation skills including the ability to develop and maintain effective relationships

· Be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities

· Able to learn quickly and have the ability to research complex problems independently

· Personable, highly motivated, hardworking and positive attitude

· Be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines

· Be professional and articulate in both verbal and written communication

· Have strong computer skills including typing, and proficiency in Microsoft Word, Outlook, and Excel

· Be able to comprehend and interpret IRS and DOL regulations

· Work well within a team

Education 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 anyway, 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.

Job Type: Full-time

Pay: $75,000.00 - $85,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Application Question(s):

• This is a fully remote position. You will need to provide your own reliable computer hardware and internet. Will you be able to do this? (required)
• Do you have experience working in a fully remote environment? If yes, briefly tell us how you excelled. (required)
• What type of computer do you have (Chromebooks and iPads do not support our software) and how old is it?
• Can you connect your computer directly to your source of internet via Ethernet cable (rather than relying on Wi-Fi)? (required)
• How old is your internet hardware (cable modem, router, etc.)? (required)
• Do you have a home office space that is free from distractions? (required)
• Dual monitors are required. Do you have access to dual monitors? (required)
• How would you recommend a plan correct a failed ADP or ACP test?
• How would you discuss changing a plan from Safe Harbor to Non-Safe Harbor with a client?
• Explain top heavy testing and corrections when a plan fails top heavy.

License/Certification:

• QKA, RPF, or TGCP (Required)

Work Location: Remote

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