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Senior Compliance Coordinator
Great West Financial
Denver (Dtc), CO, United States
Job Details - this job has expired, please see similar jobs below
Position Highlights
Would you like to be a part of one of America's leading financial services firms? Great-West Financial is the nation’s second largest insurer in sales of individual life insurance through banks. We also offer annuity and executive benefits products. UnderEmpower Retirement, we provide employer sponsored retirement plans as the nation’s second largest retirement plan provider.
Our over 5,000 associates across 40 locations across the country provide world class service to:
30,000+ employer sponsored retirement plans
8 million+ employees participating in their employer-sponsored retirement plan
467,700+ individual life insurance and annuity accounts
$460 billion+ total assets under administration
The Sr Compliance Coordinator is, under direct supervision, responsible for providing administrative services to plans that have been designated for internal compliance services.
Primary Responsibilities
• Complete moderately complex form 5500 filings with the DOL and annual non-discrimination tests as required by the IRS.
• Ability to consult on general compliance services and qualified administration
• Maintain MS Access database, excel spreadsheets as required and generating regularly scheduled reports, generating plan documents and reviewing and importing census data. Reviews and imports census data.
• Provide training and assistance to less experienced team members.
Qualifications
• Bachelor's Degree in Business or related area, or equivalent experience
• 2-4 years related work experience, preferably in the retirement or financial services industry.
• Requires full knowledge of own area of functional responsibility related to compliance services. Technical retirement plan knowledge.
• Attention to detail. Exercises judgment within defined procedures and ability to determine appropriate action. Excellent customer service skills.
• Advanced Excel and working knowledge of Access preferred. Knows when escalation is required.
The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of responsibilities, duties and skills.
About Great-West Financial
At Great-West Financial® and Empower Retirement, our more than 5,700 global associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.
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