Plan Documents Specialist

1 day ago

Cavite City, Calabarzon, Philippines Invisible Expert Marketplace Full time
Overview

Join to apply for the Plan Documents Specialist role at Invisible Expert Marketplace.

Vestwell is expanding and we're excited about adding a Specialist to our Document Compliance Team (Retirement Services Division) who is passionate about our mission to change the retirement FinTech space. At a high level, we're looking for a dedicated specialist to assist our Operations team to manage plan document drafting, amendments, restatements, and plan setup. Prior experience supporting plan design and plan document services for 401(k) and 403(b) plans is helpful, but not required.

What Will You Be Doing?

A key component of Vestwell's mission to empower retirement savings includes bundled plan services and oversight. As a Specialist on the Plan Documents Team, you will work closely with our Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to assist with Plan Design review, drafting plan documents, and plan set up while consulting with teams on their operational considerations.

Day-to-Day
  • Provide Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and related disclosures
  • Project management support - assist with processes for novel and recurring large-scale document projects; and assure successful, timely completion of each
  • Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents, operational corrections, audit support
Requirements
  • Keen attention to detail and deadlines
  • You thrive in a fast-paced environment and have the ability to quickly learn new processes, contribute ideas, and iterate on solutions as needed
  • Strong, demonstrated commitment to proactively managing workload while adhering to IRS/DOL deadlines
  • Positive, collaborative, and proactive attitude
  • Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives
Hours

45-50 hours per week
9-6pm US-ET
Must be able to work US-East Coast/New York Time Zone

Compensation
  • Type: Hourly
  • Rate: $5/hour

Employment type: Contract
Workplace type: Remote
Seniority level: Entry Level

Other Details
  • Seniority level: Entry level
  • Employment type: Contract
  • Job function: Administrative
  • Industries: Software Development

#J-18808-Ljbffr

  • Administrative Plan Document Specialist

    13 hours ago

    Cavite City, Calabarzon, Philippines beBeeDocument Full time $5,200 - $10,400

    Job TitlePlan Documents Specialist Role Summary:We are seeking a skilled professional to fill the position of Plan Documents Specialist. This individual will play a crucial role in supporting our Operations team in managing plan document drafting, amendments, restatements, and plan setup.Key ResponsibilitiesProvide documents compliance support by preparing...

  • Retirement Plan Documentation Expert

    15 hours ago

    Lipa City, Calabarzon, Philippines beBeedocumentation Full time $33,936 - $43,120

    Job SummaryWe are seeking a dedicated Plan Documents Specialist to join our team, who shares our passion for changing the retirement FinTech space.This specialist will assist in managing plan document drafting, amendments, restatements, and plan setup ensuring timely completion of large-scale document projects. The ideal candidate should have strong...

  • Construction Documentation Specialist

    18 hours ago

    Cavite City, Calabarzon, Philippines beBeeDocumentation Full time $7,200 - $9,000

    Job OverviewWe are seeking a skilled Construction Documentation Specialist to support our clients in the construction and architecture industry.The ideal candidate will be responsible for completing various administrative and technical tasks related to building documentation, permitting, and data management.This role requires the ability to read and...

  • Clinical Documentation Professional

    18 hours ago

    Cavite City, Calabarzon, Philippines beBeeDocumentation Full time $800 - $9,600

    Medical Documentation SpecialistWe are seeking a highly skilled Medical Documentation Specialist to join our team. As a Medical Documentation Specialist, you will work closely with healthcare providers to document clinical interactions in real time, ensuring accurate and detailed patient records.Key ResponsibilitiesDocumenting real-time patient encounters...

  • Medical Documentation Specialist

    18 hours ago

    Cavite City, Calabarzon, Philippines beBeeDocumentation Full time ₱500,000 - ₱1,000,000

    Job Title: Medical Documentation SpecialistWe are seeking a detail-oriented and highly organized Medical Documentation Specialist to join our team. In this role, you will work closely with healthcare providers to document patient encounters in real-time, ensuring accurate and timely medical documentation.Key Responsibilities:Scribe medical chartsLive scribe...

  • Production Planning Specialist

    2 weeks ago

    Cavite City, Calabarzon, Philippines beBeeProduction Full time ₱35,000 - ₱70,000

    Job Title: Production Planning SpecialistOur company is seeking a skilled Production Planning Specialist to join our team. The ideal candidate will have experience in production planning, materials management, and supply chain operations.The successful candidate will be responsible for managing the production planning process, including coordinating with...

  • Documents Specialist Professional

    16 hours ago

    Paranaque City, Calabarzon, Philippines beBeeProfessional Full time $22,000 - $29,000

    Plan Documents SpecialistThe Plan Documents Specialist plays a crucial role in assisting operations teams with plan document drafting, amendments, restatements, and plan setup. This dedicated specialist works closely with onboarding, retirement plan administration, client success, and employer services teams to assist with plan design review, drafting plan...

  • Clinical Documentation Specialist

    19 hours ago

    Cavite City, Calabarzon, Philippines beBeeDocumentation Part time ₱280,000 - ₱350,000

    Part-Time Clinical Documentation SpecialistWe are seeking a detail-oriented and reliable professional to support mental health professionals by creating and reviewing clinical notes with the assistance of AI technology.Draft, review, and refine mental health clinical notes using AI-powered tools.Accurately enter finalized notes into multiple platforms while...

  • Technical Documentation Specialist

    16 hours ago

    Cavite City, Calabarzon, Philippines beBeeEngineering Full time ₱1,800,000 - ₱2,500,000

    Job PostingWe are seeking a detail-oriented Engineering Support Specialist to provide technical and documentation assistance for ongoing engineering projects. You will work closely with the engineer to prepare drawings, diagrams, and organized documentation that ensure smooth project execution.Key ResponsibilitiesCreate and edit 2D drawings using AutoCAD...

  • Content Documentation Specialist

    19 hours ago

    Cavite City, Calabarzon, Philippines beBeeDocumentation Full time ₱7,800 - ₱84,800

    As a documentation specialist, you will help create and update helpful articles for our customers and support team.Our goal is to empower homeowners and small lawn care businesses by providing them with the information they need to succeed.To achieve this, we are looking for a skilled writer who can help us document complex processes in a clear and concise...