Plan Compliance Representative - Remote

Overview

This position involves working with a team to manage client accounts, ensuring compliance with government filings for various benefit plans.

In Short

• Work with a team to collect and manage data for client accounts.
• Prepare and submit government filings for 401k, profit sharing, and 403b plans.
• Ensure all workflow tasks meet deadlines.
• Develop lasting client relationships through excellent customer service.
• Manage a caseload of customer accounts.
• Align work hours with PST times.
• Remote work eligibility for the right candidate.
• Assist employers and financial advisors with plan contacts.
• Detail-oriented and able to handle multiple priorities.
• Proficient in Microsoft Office and other software.

Requirements

• 1 year in a lead Client Relationship role.
• Experience administering a minimum of 50 plans.
• 2 years of work experience in a business environment.
• Strong verbal and written communication skills.
• Ability to work under pressure with multiple priorities.
• Detail-oriented with strong organizational skills.
• Self-starter with deadline management skills.
• Ability to learn multiple software programs.
• College degree in finance, accounting, or business preferred.
• Proficient with Microsoft Office suite.
• Experience with FT Williams and PensionPro Software.

Benefits

• Competitive salary range of $60,000 - $75,000 annually.
• Opportunities for remote work.
• Comprehensive health and financial benefits.
• Supportive team environment.
• Professional development opportunities.