Plan Documentation Specialist

1 day ago


General Santos, Soccsksargen, Philippines beBeeDocument Full time $15,000 - $30,000
About Us

We are seeking a dedicated specialist to assist our Operations team in managing plan document drafting, amendments, restatements, and plan setup.

Key Responsibilities:
  • Plan Document Compliance 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; assure successful, timely completion of each.
  • Support team members by performing duties as assigned including process reviews, research, and documentation related to plan documents, operational corrections, audit support.
Requirements
  • Keen attention to detail and deadlines.
  • Ability to quickly learn new processes, contribute ideas, and iterate on solutions as needed.
  • Demonstrated commitment to proactively managing workload while adhering to regulatory deadlines.
  • Positive, collaborative, and proactive attitude.
  • Proficiency with Microsoft Office suite, Google Workspace, cloud-based client portals, and internal network drives.


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