Plan Documents Preparer

2 days ago

Cainta, Calabarzon, Philippines beBeeDocument Full time $30,000 - $40,000
Job Overview

The Invisible Expert Marketplace is looking for a dedicated Plan Documents Specialist to join our Document Compliance Team in the Retirement Services Division.

This specialist will work closely with our Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to assist with plan design review, drafting plan documents, and plan setup.

Key Responsibilities
  • Provide support to the Documents Compliance Team by preparing plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures.
  • Assist with project management processes for novel and recurring large-scale document projects and ensure successful completion within deadlines.
  • Support team members by performing duties as assigned, including process reviews, research, and documentation related to plan documents, operational corrections, and audit support.
Requirements
  • A keen attention to detail and ability to meet deadlines.
  • Ability 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.

  • Document Preparation Specialist

    2 days ago

    Cainta, Calabarzon, Philippines beBeePreparation Full time ₱325,000 - ₱425,000

    Job DescriptionThe Document Preparation Team is a key component of our organization. We are looking for a skilled Document Preparation Specialist to join our team.This role involves providing essential support by preparing necessary documents and generating contract drafts. The primary goal is to maintain the company's records, create all relevant...

  • Medical Documentation Expert

    2 days ago

    Cainta, Calabarzon, Philippines beBeeDocumentation Full time $29,360

    Healthcare Documentation Specialist OpportunityWe are seeking a skilled Healthcare Documentation Specialist to provide high-quality documentation for our physical therapy practice.The ideal candidate will have experience as a medical scribe, medical virtual assistant, or healthcare documentation specialist. Strong written and spoken English communication...

  • Document Control Specialist

    2 days ago

    Cainta, Calabarzon, Philippines beBeeCoordinator Full time $50,000 - $80,000

    Document Control Specialist - Join a dynamic team as a Document Control Specialist and contribute to the success of our organization.We are seeking a detail-oriented professional with experience in document control for U.S. Government or DoD contracts.Key Responsibilities:Document Tracking: Track and manage all contract data requirements list (CDRL)...

  • Senior Financial Planning Assistant

    2 days ago

    Cainta, Calabarzon, Philippines beBeeParaplanner Full time ₱1,200,000 - ₱2,000,000

    Job DescriptionThis is a detail-oriented role that supports a forward-thinking wealth management firm. The ideal candidate will have experience in preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.Prepare comprehensive...

  • Planning Engineer

    1 week ago

    Cainta, Calabarzon, Philippines Scheirman Consolidated Construction Inc Full time ₱104,000 - ₱130,878 per year

    Job Description:The position holder creates the information required by first detailing the activities involved in the project, fitting those in the timelines, calculating the materials, manpower and machinery required to execute these activities in the time frame decided.Duties and Responsibilities:· Preparation of Project Schedule (Tools used: Primavera,...

  • Production Planning

    4 days ago

    Cainta, Calabarzon, Philippines Bonpack Corporation Full time $70,000 - $120,000 per year

    Prepare production schedule.Tracks the availability of WIP and raw materials.Analyze production capacity.Monitor the execution of production plan and resolve any potential issues in a timely manner.Escalate complex issues to Manager for resolution.Investigate nonconformance to On Time and In Full delivery commitment, analyze root cause and provide...

  • Financial Planning Specialist

    2 days ago

    Cainta, Calabarzon, Philippines beBeeFinancialPlanning Full time ₱4,400,000 - ₱6,800,000

    Job Title: Financial Planning SpecialistAs a Financial Planning Specialist, you will be responsible for assisting in the preparation and lodging of financial documents, forms, and records.The ideal candidate will have a background in finance, lending, or a related field, with proficiency in MS Office. Strong communication and collaboration skills are...

  • Technical Documentation Specialist

    2 days ago

    Cainta, Calabarzon, Philippines beBeeEngineering Full time $45,000 - $67,000

    Job OpportunityWe are seeking a detail-oriented Engineering Assistant to provide technical and documentation support for ongoing engineering projects. You will work closely with the Founder/Engineer to prepare drawings, diagrams, and organized documentation that ensure smooth project execution.Key ResponsibilitiesCreate and edit 2D drawings using AutoCAD...

  • Clinical Documentation Specialist

    1 day ago

    Cainta, Calabarzon, Philippines beBeeDocumentation Full time $9,600

    Medical Scribe Career OverviewA medical scribe plays a vital role in the healthcare industry by accurately documenting clinical interactions in real-time. This enables healthcare providers to focus on patient care while the scribe handles the documentation side of the encounter.Accurately capturing patient histories, physical exam findings, diagnostic...

  • Document Control Specialist

    1 day ago

    Cainta, Calabarzon, Philippines beBeeDocumentControl Full time ₱3,000,000 - ₱4,500,000

    Document Control Specialist">We are seeking a highly organized and detail-oriented Document Control Specialist to join our team.">About the Role:">Organize, scan, copy, and archive project documents in digital and physical formats.Review documents for accuracy and completeness, including contracts and project-related materials.Update and maintain technical...