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4 дня назад

Compliance Consultant (Insurtech)

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Compliance Consultant (Insurtech): Supporting retirement plan administration and compliance for assigned client plans with an accent on IRS regulations, contribution reconciliation, employer calculations, and participant request reviews. Focus on preparing required forms and plan documents, verifying plan and participant limits, and delivering accurate client service.

Location: Norfolk, Nebraska, United States

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with an insurtech focus; Retirement Plan Consultants, an hirify.global partner, provides customized retirement plan services.

What you will do

  • Support Compliance Consultants and Coordinators with administrative functions for an assigned group of 150–200 retirement plans.
  • Perform compliance testing and review plan and participant limits under IRS regulations.
  • Complete contribution reconciliation and employer contribution calculations.
  • Prepare and file annual IRS-required forms, as well as formal plan documents and amendments.
  • Assist with incoming calls and review and approve participant distribution and loan requests.

Requirements

  • 1–2 years of experience in financial services is preferred.
  • ASPPA RPF certification is preferred.
  • Computer and technical literacy, including Microsoft Office Suite.
  • Meticulous dedication to accuracy and strong organizational skills.
  • Desire to provide extraordinary customer service.
  • Creative problem-solving skills.

Culture & Benefits

  • Full-time position based in a Downtown Norfolk, Nebraska office.
  • Training and education supporting employee growth and advancement.
  • Opportunities for future advancement into client-facing roles and management of assigned clients.
  • Community engagement and work-life balance are encouraged.
  • Competitive compensation and benefits for employees and their families.

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