Administrative Specialist

2 days ago


Cagayan de Oro, Northern Mindanao, Philippines beBeePlanDocuments Full time $10,400 - $20,800
Job Overview

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
Required Skills and Qualifications
  • 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
Work Arrangements

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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