Compliance Coordinator

Mid Atlantic Capital Group

20d•$19 - $22•Hybrid

About The Position

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 Memphis, TN or Lexington, KY office and will work in a hybrid model, 3 days per week in office. (Remote candidates may also be considered).

Requirements

2 years of qualified plan experience
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.

Nice To Haves

Bachelor's Degree from an accredited university preferred
Being familiar with Microsoft Word and Adobe Acrobat a plus.

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