About the role

  • work with clients to complete government Form 5500 filings for DB, DC, and Health & Welfare plans
  • manage client relationships with service providers – such as auditors, trustees, record keepers, and insurance agents
  • act as a technical resource for clients, colleagues, and various internal business partners
  • peer-review the work of Associates on the team
  • serve as a mentor for others
  • provide support for our QDRO (Qualified Domestic Relations Order) processing activities

Requirements

  • Specific experience with Form 5500 and related filings required
  • Experience with Form 5500 filing software (FT William, Relius, EFast, etc.)
  • 7+ years working with DB, DC, or Health & Welfare plans
  • Bachelor’s Degree or equivalent work experience
  • Outstanding client consulting skills
  • Excellent coaching skills
  • A deep understanding of form 5500 and related filing work.
  • You are technically inclined with application experience and proficiency (e.g.- Excel, Word, PowerPoint, database tools, ad-hoc query development, etc.)
  • Strong project management skills, the ability to balance/prioritize multiple projects, and an understanding of risk and time management.
  • Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality.
  • Impressive oral and written communication skills.
  • Focus on quality, details, and meeting client expectations.
  • Strong customer service approach.
  • Organized, self-motivated, and focused on meeting deadlines

Benefits

  • comprehensive health care coverage and emotional well-being support
  • market-leading retirement
  • generous paid time off and parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Job title

Senior Associate, Compliance – Form 5500 Filings

Job type

Experience level

Senior

Salary

$80,000 - $153,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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