[Hiring] ERISA Compliance Analyst @Employee Fiduciary, LLC

Role Description

We are currently seeking a full-time ERISA Compliance Analyst to join our Compliance Department. The Compliance Department performs year-end nondiscrimination testing and Form 5500 reporting, prepares and maintains plan documents, and provides ERISA technical support for our clients’ retirement plans. This is a fully remote position based out of our headquarters in Mobile, AL, and it reports to the Director of Compliance.

Key Responsibilities

• Prepare nondiscrimination testing, Form 5500 filings, and plan document amendments for assigned clients
• Learn and maintain a working knowledge of qualified plan regulations
• Learn and maintain a working knowledge of all software and tools necessary to perform job duties, particularly FT William applications used to complete nondiscrimination testing, Form 5500 filings, and plan documents
• Complete additional compliance-related projects as assigned
• Respond to ERISA technical questions from plan sponsors and administrators
• Follow company policies and procedures

Requirements

• Strong proficiency in Microsoft Office, particularly Excel
• Ability to develop strong proficiency in Relius, FT William, and the Company’s CRM platform
• Ability to learn and understand department processes, procedures, and standards
• Ability to manage multiple tasks and meet deadlines
• Excellent organizational and communication skills
• Ability to read, write, and communicate clearly in English
• Ability to maintain effective working relationships with colleagues
• Strong communication skills with the ability to handle difficult individuals or situations

Qualifications

• Bachelor’s degree in accounting or finance preferred
• Two or more years of ERISA compliance-related work experience, along with accounting coursework, may be substituted for a degree
• ASPPA CPC, QPA, or QKA professional credentials are a plus
• Advanced knowledge of Microsoft Excel required
• Prior experience with Relius, FT William, or similar software is a plus

Benefits

• Generous paid time off
• Medical, dental, and vision coverage
• Group life insurance
• Company-paid short- and long-term disability benefits
• 401(k) plan
• Professional development and certification support
• And more!