Plan Document Management Specialist

1 day ago

Batangas, Calabarzon, Philippines beBeeDocumentSpecialist Full time $16,000 - $20,000
Plan Documents Specialist Job Description

The Plan Documents Specialist is a critical role within our organization, responsible for managing plan document drafting, amendments, restatements, and plan setup.

This specialist will work closely with our Operations team to provide support and assistance with plan design review, drafting plan documents, and plan set up while consulting with teams on their operational considerations.

The ideal candidate will have a keen attention to detail and be able to thrive in a fast-paced environment. They will also need to have strong communication and organizational skills, as well as the ability to quickly learn new processes and iterate on solutions as needed.

Responsibilities:

  • 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
  • Ability to thrive in a fast-paced environment and quickly learn new processes
  • 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

Working 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

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