
Administrative Specialist
2 days ago
The role of Plan Documents Specialist is pivotal in the Document Compliance Team. As a key contributor, you will work closely with various teams to assist with plan design review, drafting plan documents, and plan setup while consulting on operational considerations.
Key Responsibilities- Prepare plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures
- Provide project management support for novel and recurring large-scale document projects; ensure timely completion
- Support team members by performing duties as assigned, including process reviews, research, and documentation related to plan documents, operational corrections, and audit support
- Attention to detail and deadlines
- Able to quickly learn new processes, contribute ideas, and iterate on solutions
- Demonstrated commitment to proactively managing workload while adhering to IRS/DOL deadlines
- Positive, collaborative, and proactive attitude
- Proficiency with Excel, Microsoft Office suite, Google Workspace, cloud-based client portals, and internal network drives
45-50 hours per week, 9-6pm US-ET, must be able to work US-East Coast/New York Time Zone
Employment Details- Type: Contract
- Seniority level: Entry Level
- Job function: Administrative
- Industries: Software Development
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