Executive Benefits Coordinator - 3034297

APEX SYSTEMS LLC • Madison, WI • 1h ago

JOB REQUIREMENTS: Job#: 3034297 Job Description: Executive Benefits Coordinator Location: Madison, Wisconsin (Remote) Employment Type: Contract Role Overview This position provides direct service to customer executives and related entities regarding non-qualified deferred compensation plans. The role involves working with executives, auditors, attorneys, and various internal and external departments. The coordinator will be responsible for departmental administration, operational processing, and maintaining compliance with government regulations. Key Responsibilities Provide professional sales and service support to representatives and executives, including research of sensitive and confidential material. Administer, refine, and enhance ongoing program-level services such as Required Minimum Distributions, Deferral Limit Testing, and Tax Reporting. Write and communicate procedures and provide training as needed. Conduct training and workflow direction for other positions within the work area. Manage department reporting and ensure data quality across multiple business lines and administration systems. Run reports and queries to identify and correct data inconsistencies. Handle other projects as assigned. Required Qualifications Education: A Bachelor\'s degree in Business, Economics, Insurance, Personal Finance, Human Resources, or equivalent professional work experience is required. Experience: Three years of work experience with Retirement Plans, Insurance, Investments, or related products with a customer service component is necessary. Skills: Demonstrated ability to communicate complex technical plan and product administration to various audiences. Proven ability to work with limited direction, including time and activity prioritization. Exceptional interpersonal skills and experience in a customer service environment. Proficiency with office automation tools, including Word, Excel, and PowerPoint. Strong written and verbal communication skills. Ability to identify cross-selling opportunities and refer leads to sales staff. Preferred Qualifications Securities Industry Essentials (SIE) Examination, Series 6, and Series 65 licensing are preferred. Compensation & Benefits The pay rate for this position ranges from \$30.00 to \$55.00 per hour. The bill rate for this position is up to \$85.00 per hour. We are an equal opportunity employer and welcome applications from all qualified candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Apex uses a virtual recruiter as part of the application process. Click here for more details. Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated\'s Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our Welcome Packet\' as well, which an Everforth Apex team member can provide. VEVRAA Federal Contractor. We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state. *** APPLICATION INSTRUCTIONS: Apply Online: https://talentally.com/job/executive-benefits-coordinator This position is listed by a private employment agency. The agency is the legal employer. No fee will be charged of the job applicant.

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