Plan Documents Professional

1 day ago


San Fernando, Central Luzon, Philippines beBeeSpecialist Full time ₱36,000 - ₱52,000
Job Title: Plan Documents Specialist

About the Role

The ideal candidate will assist our Operations team to manage plan document drafting, amendments, restatements, and plan setup.

Prior experience supporting plan design and plan document services for 401(k) and 403(b) plans is helpful but not required.


Key Responsibilities
  • Prepare plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures
  • Assist with processes for novel and recurring large-scale document projects; and assure successful, timely completion of each
  • Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents, operational corrections, audit support

Requirements
  • Keen attention to detail and deadlines
  • Able to thrive in a fast-paced environment and quickly learn new processes, contribute ideas, and iterate on solutions as needed
  • Strong 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

Working Conditions

45-50 hours per week
9-6pm US-ET
Must be able to work US-East Coast/New York Time Zone


Additional Details
  • Employment type: Contract
  • Job function: Administrative
  • Industries: Software Development


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