Master Plan Document Specialist

2 days ago


Davao City, Davao, Philippines beBeePlan Full time $30,000 - $40,000

Job Overview

We are seeking a skilled specialist to join our team and manage plan document drafting, amendments, restatements, and plan setup. This individual will collaborate with operations teams to ensure timely completion of large-scale document projects.

Key Responsibilities
  • Prepare plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures.
  • Support project management processes for large-scale document projects.
  • Collaborate with operational teams on operational considerations.
Requirements
  • Excellent attention to detail and ability to meet deadlines.
  • Ability to learn quickly and thrive in a fast-paced environment.
  • Strong commitment to proactive workload management and adherence to regulatory guidelines.
  • Positive attitude and willingness to contribute ideas and iterate on solutions.
  • Proficiency in Excel, Microsoft Office suite, Google Workspace, cloud-based client portals, and internal network drives.


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