
Senior Plan Documentation Specialist
1 week ago
We are seeking a diligent professional to collaborate with our Operations team in managing plan document creation, amendments, restatements, and setup. Prior experience supporting plan design and plan document services for 401(k) and 403(b) plans is advantageous but not mandatory.
Key Responsibilities:- Assist with Plan Design review, draft plan documents, and set up while consulting with teams on their operational considerations
- Prepare plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures
- Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents, operational corrections, audit support
- Keen attention to detail and adherence to deadlines
- You thrive in a fast-paced environment and have the ability to quickly learn new processes, contribute ideas, and iterate on solutions as needed
- Strong, demonstrated commitment to proactively managing workload while adhering to IRS/DOL deadlines
- Positive, collaborative, and proactive attitude
- Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives
45-50 hours per week, must be able to work US-East Coast/New York Time Zone
-
Financial Planning Specialist
1 week ago
Hagonoy, Central Luzon, Philippines beBeeSpecialist Full time ₱3,500,000 - ₱4,500,000Job DescriptionThe role of a Financial Planning Specialist is to support the Senior Finance Business Partner in delivering financial planning, analysis, and reporting for product-focused teams. This involves working closely with senior leaders to ensure timely and accurate delivery of financial information.A key aspect of this role is to deliver actionable...
-
Healthcare Documentation Specialist
1 week ago
Hagonoy, Central Luzon, Philippines beBeeDocumentation Full time $9,600Job Title: Healthcare Documentation SpecialistAs a key member of our team, you will play a vital role in documenting clinical interactions and maintaining accurate patient records.Key Responsibilities:Documenting real-time patient encounters using Electronic Medical Records (EMRs)Collecting and recording patient histories, physical exam findings, diagnostic...
-
Expert Financial Planning Specialist
1 week ago
Hagonoy, Central Luzon, Philippines beBeeBusinessPlanning Full time ₱800,000 - ₱1,200,000Key Role SummaryWe are seeking an experienced professional to join our team as a Business Planning Specialist. In this role, you will work closely with clients to understand their business planning needs and provide expertise on implementing effective solutions.Main Responsibilities:Maintain high levels of proficiency in financial planning software and...
-
Remote Medical Documentation Specialist
1 week ago
Hagonoy, Central Luzon, Philippines beBeeDocumentation Full time $14,400 - $15,120Job Title: Medical Documentation SpecialistWe are seeking a skilled Medical Documentation Specialist to provide high-quality medical documentation services. This role requires strong knowledge of medical terminology, anatomy, and physiology.As a Medical Documentation Specialist, you will be responsible for:Assisting physicians with patient care and ensuring...
-
Technical Documentation Specialist
1 week ago
Hagonoy, Central Luzon, Philippines beBeeDocumentation Full time $100,000 - $120,000As a Technical Documentation Specialist, you will play a crucial role in empowering businesses and developers to communicate effectively with their customers and staff. We are seeking a skilled professional to join our team and contribute to the creation of high-quality documentation that meets customer expectations.About the RoleYou will engage with...
-
Medical Documentation Specialist
1 week ago
Hagonoy, Central Luzon, Philippines beBeeHealthcare Full time $5,840 - $14,608About This RoleThis is a remote position that requires reliable internet connectivity and quiet workspace for optimal performance.Key ResponsibilitiesDocument patient encounters in real-time using Electronic Health Record software.Prepare and edit patient notes, visit summaries, progress reports, and letters to referring physicians as needed.Maintain the...
-
Healthcare Clinical Documenter
1 week ago
Hagonoy, Central Luzon, Philippines beBeeDocumentation Full time $9,600Medical Documentation SpecialistA medical scribe plays a crucial role in the healthcare industry by documenting clinical interactions in real-time. This enables healthcare providers to focus on patient care, rather than administrative tasks.Key Responsibilities:Accurately document patient encounters using Electronic Medical Records (EMRs).Capture...
-
Financial Planning Associate
1 week ago
Hagonoy, Central Luzon, Philippines beBeeParaplanner Full time ₱600,000 - ₱1,000,000Job OpportunityWe are seeking a detail-oriented and highly skilled Paraplanner to support our financial planning team.The ideal candidate will have experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.The role...
-
Medical Document Specialist
1 week ago
Hagonoy, Central Luzon, Philippines beBeeScribe Full time $60,000 - $80,000Job Title: Medical Scribe/ Administrative Assistant">We are seeking a highly skilled Medical Scribe with administrative support responsibilities to join our team remotely. Job Description:We are looking for an experienced Medical Scribe who can work closely with our orthopedic spine surgeon, documenting patient encounters in real-time and managing clinical...
-
Senior Financial Planning Analyst
1 week ago
Hagonoy, Central Luzon, Philippines beBeeFinancial Full time ₱6,000,000 - ₱8,000,000Job Title: Financial Planning and Analysis SpecialistWe are seeking a highly analytical professional to build and maintain comprehensive financial models that provide insightful views of company performance.Key Responsibilities:Develop fully integrated 3-statement financial models that connect operational metrics to financial outcomes.Create driver-based...