Plan Document Specialist

3 days ago


Manila, National Capital Region, Philippines beBeeDocument Full time ₱20,000 - ₱40,000
Job Overview

This role is responsible for assisting the operations team with drafting, reviewing and revising plan documents, amendments, restatements and setup. The ideal candidate will have attention to detail and be able to manage workload effectively while meeting regulatory deadlines.

Key Responsibilities:
  • Prepare comprehensive plan documents including discretionary and interim amendments, restatements, participant notices and related disclosures.
  • Assist with project management for novel and recurring large-scale document projects, ensuring timely completion and quality standards.
  • Support team members by performing duties as assigned, including process reviews, research and documentation related to plan documents and operational corrections.
Requirements:
  • Attention to detail and strong organizational skills.
  • Ability to work in a fast-paced environment and adapt quickly to new processes and technologies.
  • Demonstrated commitment to managing workload and meeting deadlines.
  • Positive attitude and proactive approach to problem-solving.
  • Proficiency with Microsoft Office suite and cloud-based platforms.


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