Plan Documentation Specialist

1 day ago

Mabalacat, Central Luzon, Philippines beBeeCompliance Full time ₱914,590 - ₱1,183,175
Job Opportunity

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

Main Responsibilities
  • Prepare plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures to ensure compliance.
  • Manage project processes for novel and recurring large-scale document projects, ensuring successful and 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
  • A keen attention to detail and deadlines is essential.
  • Must thrive in a fast-paced environment and have the 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 is required.
  • Positive, collaborative, and proactive attitude is necessary.
  • Proficiency with Excel and Microsoft Office suite, Google Workspace, cloud-based client portals, and internal network drives is expected.
Benefits and Expectations

This role offers an opportunity to grow professionally, expand skill set, and be part of a dynamic team. If you are motivated, reliable, and eager to take on new challenges, we encourage you to apply.

Key Performance Indicators
  1. Meet deadlines and deliver high-quality results.
  2. Maintain accurate records and documentation.
  3. Communicate effectively with team members and stakeholders.

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