Plan Document Specialist

9 hours ago


Pasay, National Capital Region, Philippines beBeeSpecialist Full time $30,000 - $42,000
Job Summary

We are seeking a dedicated specialist to assist our Operations team in managing plan document drafting, amendments, restatements, and plan setup.

Main Responsibilities
  • Support the Documents Compliance Team in preparing plan documents, including discretionary and interim amendments, restatements, participant notices, and related disclosures.
  • Assist with project management for large-scale document projects, ensuring timely completion.
  • Collaborate with team members by performing tasks as assigned, including process reviews, research, and documentation related to plan documents and operational corrections.
Requirements
  • Excellent attention to detail and ability to meet deadlines.
  • Able to thrive in a fast-paced environment and quickly learn new processes.
  • Strong commitment to proactively managing workload while adhering to regulatory deadlines.
  • Positive attitude with a collaborative mindset.
  • Proficiency with Excel, Microsoft Office suite, Google Workspace, cloud-based client portals, and internal network drives.


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