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Open nowPosted yesterday

Compliance Specialist II

nbtbancorp72 open roles

Pay
$27 – $40 an hour
Where
Rochester, New York
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Your applicationOpen nowCompliance Specialist IInbtbancorp · Rochester, New York

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The clock on this job

Early applications get read.

13.8% of postings close within 7 days. Measured by our own scanner across the market. nbtbancorp postings stay open a median of 18 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 13.8%7 days
  4. 22.3%14 days
  5. 37.8%30 days
  6. 59.0%60 days
This job: posted yesterday

nbtbancorp median: 18 days open

The posting

Pay Range: $27.19 - $39.88

The Compliance Specialist II is directly responsible for preparing increasingly complex compliance and government filings within company service standards and following department procedures to ensure accuracy and quality of deliverables. Review compliance and government filings of other team members within company service standards.

Education and Experience:

  • Associates degree and 3+ years related experience or an equivalent combination of education and experience.
  • ASPPA Qualified 401(k) Administrator (QKA) designation preferred.

​

Skills and Abilities:

  • Ability to read and interpret documents such as retirement adoption agreements, program manuals, and government
  • instructions and guidance
  • Ability to write reports and emails/correspondence, and work effectively with employees across the company
  • Advanced math skills including the ability to apply concepts such as fractions, percentages, and ratios
  • Experience with Microsoft programs including Excel and Word
  • Ability to work independently and balance multiple tasks

​

Tasks Performed:

  • 35% - Prepare compliance tests and year end packages including: review of plan eligibility requirements and determination of eligible participants; review of plan allocation conditions and calculation of requested contributions and forfeiture allocations; ADP/ACP nondiscrimination, 415 annual additions, 416 Top Heavy, and 410(b) coverage tests; and conduct self and peer review as needed.
  • 15% - Coordination of data input and validation for annual compliance needs, including but not limited to generating and importing employee census, downloading platform asset files, and importing and confirming participant and plan level asset information.
  • 15% - Prepare, review, and publish Form 5500, Form 5330, Form 8955-SSA and other regulatory forms required. Reconcile and prepare the Form 5500 and all applicable schedules for large filer plans and assist Plan Consultants in answering any auditor questions.
  • 10% - Maintain a working knowledge of basic complexity plans, including but not limited to safe harbor 401(k) and pro-rata profit sharing allocations. Continue to learn and develop knowledge of more moderate difficulty plans including dual eligibility, integrated profit-sharing allocations and ADP/ACP testing failures.
  • 5% - Prepare asset reconciliation and research differences as needed for plan valuation, testing and reporting requirements.
  • 5% - Prepare Plan Documents as needed, including but not limited to Restatements, Amendments, SPDs, SMMs and Notices.
  • 5% - Assist with QDRO allocations and corrective earnings calculations as needed.
  • 5% - Research and resolve testing and 5500 issues and questions, which may include collaboration with other departments as needed. Assist and mentor other team members with complex issues and questions. Work with Managers to development processes and implement best practices that ensure a set standard of service.
  • 5% - Perform other duties as assigned.

Physical Requirements:

  • Communicate effectively with internal and/or external customers
  • Stationary 75% of time or greater
  • Move Objects to a Maximum of 10 lbs

Why Work at NBT

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.

Wellbeing

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

Community Involvement

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

Culture

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Career Development

Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

Total Rewards

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.

Business Stability

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.

Benefits for Full-Time Employees:

  • Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
  • Parental Leave: Six weeks of paid leave at 100% of your salary.
  • Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Dental and Vision Coverage: Ensuring your overall health and well-being.
  • Flexible Spending Accounts: For healthcare and dependent care expenses.
  • Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
  • Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
  • Voluntary Benefits: Including hospital, accident, and critical illness coverage.
  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
  • Adoption Assistance: Supporting your growing family.
  • Tuition Reimbursement: Invest in your education and career growth.
  • Employee Assistance Program (EAP): Access to support and resources.
  • Pet Insurance: For all your furry friends.
  • Financial and Banking Services: Various banking services benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week:

  • Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Dental and Vision Coverage: Ensuring your overall health and well-being.
  • Voluntary Benefits: Including hospital, accident, and critical illness coverage.
  • Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees:

  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
  • Paid Sick and Safe Leave: For your health and safety.
  • Employee Assistance Program (EAP): Access to support and resources.
  • Financial and Banking Services: Various banking services benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

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