Job Title

Join our Retirement Plan Services (RPS) team as a Compliance Assistant, where you’ll play a key role in supporting compliance operations, client service delivery, and internal coordination. This detail-oriented position involves managing client communications, processing plan transactions, and partnering closely with the RPS Compliance Team to ensure smooth, accurate plan administration.The Compliance Assistant supports the Retirement Plan Services Compliance Team and their clients. The primary responsibility is to prepare and coordinate plan related services and tasks on their own or as directed. This position will also manage multiple email boxes including assisting with the Compliance Team email boxes.For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps our clients build their ideal futures. If you want to be part of a culture that is defined by strong values - Savant is right for you.The RPS Compliance Assistant can expect to focus in the following areas:Operate computer to perform a variety of tasks including populating and maintaining CRM information regarding clients.Facilitate, prepare & distribute client deliverables including annual disclosures and notices.Aid Compliance Team in annual census and questionnaire creation.Process employer contributions and other corrective transactions in the recordkeeping system.Process distributions and loans.Provide payroll support and guidance.Assist with website related questions and issues.Save year end reports to client folder, populate RMD WIP and prepare participant memos.Execute call plan tasks related to servicing qualified retirement plans.Upload files, forms, and other collateral materials to the appropriate provider portals.Initiate participant enrollment communication & delivery procedure based on plan’s eligibility criteria.Complete maintenance of plan & participant records in the recordkeeping system, generating reports when requested.Provide backup support to the RPS Administrative Assistant role.Perform other duties as assigned.Maintain team approach by assisting and filling in for others.A couple things to note about our RPS Compliance Assistant position:This is a hybrid position with 3 days in our Rockford, IL office and 2 days from home once trained. Training will take place in-person in Rockford, IL.This is a full-time position working Monday – Friday 8:00am – 5:00pm.The RPS Compliance Assistant position typically requires the following qualifications:High School diploma or equivalent, associate degree preferred.1 – 3 years proven success in an administrative support function in the financial services industry.Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.Must be organized and detail oriented.Excellent communication and listening skills.Client first attitude.A team player, collaborative, able to work with and through others.Why Join Us?Our Vision: Transform personal and financial dreams into goals and goals into reality.Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.We are a team with distinct backgrounds and diverse views.We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our daily interactions with each other, our clients, and our communities.The Perks:At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $39,000 - $47,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.In addition to compensation. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our offering and the specific benefits available for this role can be discussed in detail during the hiring process.Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.Choice of Medical Plans: Select from two medical plans tailored to fit your needs.Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.Vision Insurance: Keep your eyes healthy with our vision insurance plan.Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.Employee Recognition: Enjoy monetary awards through our recognition program.Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.Exclusive Discounts: Take advantage of various discount programs for additional savings.Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.Take your career to new heights, apply today!All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.Savant Capital LLC, is an Equal Opportunity Employer.