CBIZ · 23 hours ago
Associate Compliance Specialist RP
CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. They are seeking an Associate Compliance Specialist to provide advice on plan document design, compliance, and assist with retirement plan life cycle issues.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Responsibilities
Provide advice and counsel on plan document design and compliance
Provide advice and counsel on retirement plan life cycle such as IRS submissions plan amendments, restatements, and plan terminations
Perform research, compilation, review and analysis of information to aid in decision making
Consult with plan sponsors to resolve issues
Perform research and resolution to assist with questions and issues
Provide general client service and problem resolution services
Additional responsibilities as assigned
Qualification
Required
High School Diploma or GED
Zero to two years of professional, retirement plan administration experience
Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
Proficient 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
Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
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
Capacity to adapt and work effectively within a variety of situations, and with various individuals or groups
Display innovative ideas and solutions and capacity to identify and eliminate redundant work efforts and inefficient processes
Ability to travel as necessary
Preferred
Bachelor's degree
Company
CBIZ
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-06-04Acquired
1995-05-05IPO
Recent News
2026-01-22
2025-12-18
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