Document Drafting Expert

7 days ago

Tanauan, Calabarzon, Philippines beBeeRetirement Full time $32,000 - $40,000
Plan Documents Specialist Position

We are seeking a dedicated Plan Documents Specialist to join our Document Compliance Team.

Key Responsibilities:
  • Prepare 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.
  • Support team members with process reviews, research, and documentation related to plan documents and operational corrections.
Requirements:
  • A keen attention to detail and deadlines.
  • The ability to thrive in a fast-paced environment, quickly learn new processes, and contribute ideas.
  • A strong commitment to proactively managing workload while adhering to IRS/DOL guidelines.
  • A positive, collaborative, and proactive attitude.
  • Proficiency with Excel, Microsoft Office suite, Google Workspace, cloud-based client portals, and internal network drives.
Why Invisible Expert Marketplace

Empower retirement savings through bundled plan services and oversight. Our team is passionate about making a difference in the retirement FinTech space.

Future Colleagues

Collaborate closely with Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to achieve our mission.

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