Senior Plan Document Specialist

21 hours ago


Cabuyao, Calabarzon, Philippines beBeeDocument Full time $10,400 - $20,800
Job Overview

Our organization is seeking a dedicated professional to assist with plan document drafting, amendments, and restatements. This specialist will be responsible for managing the creation of plan documents including discretionary and interim amendments, participant notices, and related disclosures.

Key Responsibilities
  • Prepare high-quality plan documents in a timely manner
  • Assist with complex document projects ensuring successful completion
  • Support team members by performing duties as assigned, including process reviews, research, and documentation related to plan documents and operational corrections
Requirements
  • Strong attention to detail and ability to meet deadlines
  • Able to thrive in a fast-paced environment and quickly learn new processes, contribute ideas, and iterate on solutions as needed
  • Commitment to proactively managing workload while adhering to industry standards
  • Positive attitude and strong collaboration skills
  • Proficiency with Microsoft Office suite, Google Workspace, and cloud-based platforms
Preferred Qualifications
  • Prior experience supporting plan design and services for retirement plans
Work Arrangements
  • Remote work arrangement
  • Flexible schedule with 45-50 hours per week
  • US-East Coast/New York Time Zone


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