Job Summary
A financial services and investment firm is seeking a Remote Senior Financial Compliance Coordinator.
Core Responsibilities of this position include:
- Consulting on general compliance services and qualified administration
- Completing moderately complex IRS Form 5500 filings with the DOL and annual non-discrimination tests
- Maintaining MS Access database, Excel spreadsheets and generate regularly scheduled reports
Qualifications for this position include:
- Bachelor's degree in Business or related area, or equivalent experience
- 2 - 4 years related work experience
- Technical retirement plan knowledge
- Full knowledge of own area of functional responsibility related to compliance services
- Excellent customer service skills
- Advanced Excel and working knowledge of Access