Document Drafting Specialist

17 hours ago


Antipolo City, Calabarzon, Philippines beBeePlan Full time $20,800 - $41,600
Job Description

We are seeking a skilled and detail-oriented Specialist to join our Document Compliance Team. As a key member of this team, you will play a crucial role in assisting with plan document drafting, amendments, restatements, and plan setup.

The ideal candidate will have prior experience supporting plan design and plan document services for 401(k) and 403(b) plans, but not required. 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.

Responsibilities
  • 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


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