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SF
Hybrid Senior Associate, Compliance – Form 5500 Filings
Posted 5 months ago
About the role
- Senior Associate managing Form 5500 filings for Fidelity's diverse range of clients. Responsible for compliance, client relations, and mentoring associates while ensuring regulatory adherence.
Responsibilities
- 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
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