Job Summary:

FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement defining a retirement plan standard of excellence. We are seeking a highly motivated and detail-oriented Compliance Coordinator to join our team. In this role, you will be a key player in ensuring the integrity and compliance of our retirement plans, working directly with the Compliance Managers. Your work will directly support the team’s ability to navigate complex regulatory requirements, maintain accurate records, and deliver exceptional service.

Location: The ideal candidate will be located in our Dubuque, IA or Lexington, KY office and will work in a hybrid model, 3 days per week in office. (Remote candidates may also be considered).”

 

Responsibilities:

  • Responsible for setting up service provider roles and compensation for benchmarking
  • Preparing annual fee benchmarking assessments
  • Compare service provider service agreements and fee disclosures for accuracy
  • Assemble annual compliance assessment document for each Compliance Manager
  • Assist Compliance Manager in collecting required notices and disclosures for distribution to participants
  • Assist in gathering current census and email information for notice delivery
  • Assist in monitoring timeliness of participant contributions
  • Assist Compliance Managers completing the annual required distributions (RMDs and forceouts)
  • Assist in monitoring support email box

 

Skills & Qualifications:

  • 2 years of qualified plan experience
  • Bachelor’s Degree from an accredited university preferred
  • Strong interpersonal skills.
  • Excellent oral and written communication skills.
  • Ability to organize, prioritize, and manage multiple tasks within established timeframe.
  • Excellent analytical and critical thinking skills.
  • Exceptional skills in Microsoft Office Suite, Excel, preferred. Being familiar with Microsoft Word and Adobe Acrobat a plus.

 

Hourly: $22.00 to $25.00 per hour, based on experience, plus eligibility to participate in the company’s bonus program