oracle
Senior Technical Support Specialist | Plan Document Specialist
Careers at CBIZ
North Canton, USA
Full-time
Senior Level
Hybrid
Discovered 1 weeks ago
Free
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Essential Functions And Primary Duties
- Provide technical support answering plan document related questions and issues
- Assist with the design and modifications of plan documents
- Provide compliance expertise during a plan's lifetime such as IRS submissions, plan amendments, restatements and terminations
- Assist with answering technical questions and issues related to ERISA
- Additional responsibilities as assigned
Preferred Qualifications
- Bachelor's degree
Minimum Qualifications
- High School Diploma or GED
- At least five years of professional, retirement plan technical, and compliance experience
- Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
- Possesses expert knowledge of pertinent laws, regulations, and professional standards
- Expert 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
- Experience in coaching and teaching others
- Enrolled Retirement Plan Agent (ERPA) designation
- Pursuing Accredited Pension Representative (APR) or and/or (APA) designation
- 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
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