Plan Documents Coordinator

6 days ago


Sorsogon, Bicol, Philippines beBeeDetails Full time $35,000 - $40,000
Job Overview

The Invisible Expert Marketplace is seeking a dedicated Plan Documents Specialist to join our Document Compliance Team. As a key member of the team, you will assist in managing plan document drafting, amendments, restatements, and plan setup.

Key Responsibilities
  • Prepare plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures
  • Assist with process reviews, research, and documentation related to plan documents, operational corrections, and audit support
  • Support Team members by performing duties as assigned, including support with process reviews, research, and documentation related to plan documents, operational corrections, and audit support
Requirements
  • Keen attention to detail and deadlines
  • Ability to 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


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