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Compliance Specialist
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Job Description
- Req#: JR25080635
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $91,750.00 CAD
- Opportunity for career advancement and growth within the organization
- Work remotely with a flexible schedule
- Comprehensive benefits package, including health, dental, and wellness benefits
- Generous paid time off, including up to 11 paid holidays and 150 hours of vacation annually
- Supportive and inclusive work environment that values diversity
What to Expect (Job Responsibilities):
- Assist clients through the electronic filing process and respond to annual plan audit inquiries
- Prepare Signature Ready Form 5500, Form 8955-SSA, and Summary Annual Report (SAR)
- Perform Annual Compliance Testing and coordinate with internal/external contacts for compliance-related tasks
- Timely and accurate completion of compliance documentation in accordance with IRS/DOL deadlines
- Monitor and process plan limit excesses
What is Required (Qualifications):
- Bachelor's degree in finance, business, or related field
- 3-5 years of related financial services industry experience
- Knowledge of retirement plan compliance testing and Form 5500
- Ability to assess problems and apply technical knowledge for compliance solutions
- Strong organizational skills with attention to detail and accuracy
How to Stand Out (Preferred Qualifications):
- Experience in client relations within the financial services industry
- Familiarity with IRS qualification requirements for retirement plans
- Excellent communication skills for conveying technical information to non-technical audiences
- Ability to manage multiple compliance issues simultaneously
#FinancialServices #Compliance #CareerOpportunity #RemoteWork #DiversityAndInclusion
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