CBIZ
Senior Technical Support Specialist (Plan Document Specialist)
This job is now closed
Job Description
- Req#: 19940
- Provide technical support answering plan document related questions and issues
- Assist with the design and modifications of plan documents
- Provide compliance expertise during a plan's lifetime such as IRS submissions, plan amendments, restatements and terminations
- Assist with answering technical questions and issues related to ERISA
- Additional responsibilities as assigned
- Bachelor's degree
- High School Diploma or GED
- At least five years of professional, retirement plan technical, and compliance experience
- Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
- Possesses expert knowledge of pertinent laws, regulations, and professional standards
- Expert use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Experience in coaching and teaching others
- Enrolled Retirement Plan Agent (ERPA) designation
- Pursuing Accredited Pension Representative (APR) or and/or (APA) designation
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
- Ability to travel as necessary
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Essential Functions and Primary Duties:
Preferred Qualifications:
Minimum Qualifications:
#LI-OD1 #LI-Hybrid
About the company
CBIZ, Inc. delivers top-level financial and benefits and insurance services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
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