RPCA Sr Account Consultant

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer:

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Paid Parental Leave
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Independently manage the process of all testing, allocations, government filings, and communications with plan sponsors, investment managers, and brokers
• Build and maintain client relationships
• Review and interpret plan document provisions
• Compliance/discrimination testing
• Preparation of Forms 5500 and 5330 with related schedules
• Preparation of Form 8955-SSA
• Trust accounting for balance forward plans and self-directed brokerage accounts
• Interim and annual contribution calculations
• Review and facilitation of participant distributions and loans
• Average caseload of 75 plans

REQUIREMENTS:

• Minimum of 8 years of experience in Defined Contribution retirement plan administration
• College graduate, or equivalent education/experience; emphasis in accounting preferred
• Ability to work independently with minimal supervision
• Ability to establish priorities
• Effective and professional oral and written communication
• High degree of accuracy and detail oriented
• Must be proficient in Word, Excel and Adobe
• Organized, energetic professional able to multi-task
• Experience with ESOP and 403(b) plans is a plus
• Experience with DATAIR WIN Administration is a plus
• Experience with FIS|Relius Documents is a plus
• Professional certification/designation (ERPA, QPA, QKA, CPA) is a plus

Department Accounting & FinanceRequired Experience: 5-7 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Bachelor’s degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran’s status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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