Job Description:
The Role
The Testing & Reporting Compliance Associate is responsible for completion of NDT, Form 5500 and Plan Year End Summary work. The position also provides incoming phone support via the Helpline as required and may provide assistance with more advanced and special tier Testing & Reporting work.
Preparation of complex NDT, Form 5500 files and/or year-end report processing
Provide support to other staff members for more advanced and special tier Testing & Reporting work
Respond to basic technical and data related questions from clients and business partners
Research and reconcile processing errors/issues related to production work
Provide incoming phone support via Helpline as required
The Expertise and Skills You Bring
College degree preferred
3+ years of experience working with Defined Contribution plans
1+ year of non-discrimination testing, PYES and/or Form 5500 experience preferred
Basic math and/or accounting skills
Strong computer/database/recordkeeping skills
Proven problem solving skills
Ability to work effectively with clients and peers
Basic verbal and written communication skills
The Team
The Testing & Reporting Compliance Associate works as part of a team to deliver timely and accurate testing and reporting to our clients to help them meet the regulatory requirements of having a qualified retirement plan. In Testing & Reporting Services, we strive to continuously evolve our processes, systems, and training, to increase quality, drive efficiency, and provide a better experience for our Clients and Associates.
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
