Senior Technical Support Specialist | Plan Document Specialist

CBIZ, Inc. • North Canton, OH

36d • Hybrid

About The Position

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

Requirements

• 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
• Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
• Ability to travel as necessary

Nice To Haves

• Bachelor's degree

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees