• Full Time
  • Appleton, WI
  • This position has been filled
  • Salary: $45,000-$55,000/yr. based on experience
Job ID: 140997

Cadre

Are you a Direct Hire – Compliance Analyst who is accredited? Are you a Direct Hire – Compliance Analyst who is looking for a great benefit package?

Our client is a certificated public accounting firm and investment representative.

WHAT YOU WILL BE DOING:

As a Compliance Analyst, you will draft plan sponsors.

  • Download financial / trust statements
  • Assist with preparation and tracking of annual questionnaires and census requests
  • Format census spreadsheets for import
  • Attend industry and company seminars/webinars to maintain accreditation and develop industry-related knowledge

WHAT YOU NEED:

  • Current certifications or willing to obtain certifications through ABA or ASPPA or NIPA in 401(k) Administrators or Qualified 401(k) Consultants and/or Qualified Pension Administrators
  • Prior experience in retirement plan industry is preferred
  • Bachelor’s degree in Business, Finance or related field
  • MSWD, Excel and Outlook experience
  • Tech savvy, comfortable with computers and able to catch onto new programs
  • High energy, able to work in fast paced environment
  • Strong analytical and communication skills

WHAT YOU GET:

  • Open team environment
  • Work/life balance
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Short and long term disability insurance
  • Flex spending
  • 401(k)
  • Profit sharing
  • Healthcare reimbursement
  • Wellness program
  • Student loan repayment program
  • PTO

GENERAL INFORMATION:

Hours: 8:00am-5:00pm

Length: Direct Hire

Pay for the Compliance Analyst position: $45,000-$55,000/yr. based on experience

Location: Appleton, WI

Job ID: 140997

Job descriptions may not include every responsibility or qualification of the position.

Cadre is an Equal Opportunity Employer.