Plan Compliance Representative - Defined Contribution Specialist
Navia Benefit Solutions
Full-time
On-site
Fresno, California, United States
$65,000 - $85,000 USD yearly
DeFi, NFT, and Gaming
This position pays $65,000-$85,000 annually
Founded in 1989, Navia began as Flex-Plan Services, and over the years has grown into one of the nation’s premier benefit providers. Navia offers FSA, HSA, HRA, Commuter, Lifestyle, 401K, Benefit Administration, Education, COBRA, and much more. | ||
Position Summary | ||
You will work with a Team of experienced staff to collect data, scrub data, manage the workflow progress, prepare required government filings and submit the final filing. All workflow tasks have optimal deadlines while final governmental filings have regulatory deadlines. Responsible to oversee the day-to-day management and annual filing requirements of an assigned caseload of customer accounts. Our mission is to develop lasting client relationships through excellent customer service and knowledgeable, professional advice. | ||
Requirements |
- 1 year with a lead role in the Client Relationship
- Ability to administer a minimum of 50 plans
- A minimum of 2 years of work experience in a business environment
- Strong verbal and written communication skills to assist employers, plan contacts and financial advisors
- Ability to work well under pressure with multiple priorities
- Detail oriented with strong organizational skills
- Self-starter able to monitor and meet deadlines
- Ability to learn multiple software programs and navigate multiple websites
- College Degree – preferably in a finance, accounting or business related field.
- Proficient with Microsoft Office suite of products
Please visit our career page and apply directly: www.naviabenefits.com/workatnavia
Not all positions allow for remote work, but those that do will only be available in the following states: AZ, CA ,CO, FL, GA, IL, IN, KS, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, TN, TX, UT, AND WA