Retirement Plan Compliance Analyst

Job Summary

A company is looking for a Retirement Plan Compliance Analyst to manage compliance services for retirement plans.

Key Responsibilities

• Participate in training and communicate compliance topics to clients and partners
• Maintain systems related to compliance management, including databases and tracking tools
• Assist in developing compliance systems and lead department initiatives

Required Qualifications

• Bachelor’s degree in business, finance, or a related field, or equivalent work experience
• 2 years of compliance experience or related field experience
• 2 years of experience working with retirement plans
• Full knowledge of compliance services and ability to exercise judgment within defined procedures
• Advanced Excel skills and working knowledge of Access preferred