Plan Documents Specialist

3 days ago


Mandaluyong City, National Capital Region, Philippines beBeeCompliance Full time ₱72,000 - ₱144,000
Job Opportunity

We are seeking a dedicated specialist to join our Document Compliance Team, who is passionate about empowering retirement savings and bundled plan services. As a key member of our team, you will work closely with various departments to manage 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 project management for large-scale document projects and ensure timely completion.
  • Support team members with process reviews, research, and documentation related to plan documents, operational corrections, and audit support.
Requirements
  • Attention to detail and ability to meet deadlines.
  • Ability to thrive in a fast-paced environment and quickly learn new processes.
  • Strong commitment to workload management and adherence to IRS/DOL deadlines.
  • Positive attitude, collaboration, and proactivity.
  • Proficiency in Excel, Microsoft Office suite, Google Workspace, cloud-based client portals, and internal network drives.

This role requires a keen eye for detail, strong organizational skills, and excellent communication abilities. If you have a passion for plan documents and compliance, we encourage you to apply.



  • Quezon City, National Capital Region, Philippines beBeeSpecialist Full time $40,000 - $50,000

    Job Title: Plan Document SpecialistWe are seeking an experienced specialist to join our team and contribute to the management of plan document drafting, amendments, restatements, and plan setup.Key Responsibilities:Create comprehensive plan documents, including discretionary and interim amendments, participant notices, and related disclosures.Assist with...


  • Marikina City, National Capital Region, Philippines beBeeCompliance Full time $20,800 - $41,600

    Job OverviewThe Plan Documents Specialist role at Vestwell involves working closely with the Operations team to manage plan document drafting, amendments, restatements, and plan setup. This position requires strong organizational skills, attention to detail, and the ability to work effectively in a fast-paced environment.The ideal candidate will have prior...


  • Makati City, National Capital Region, Philippines beBeePlan Full time $20,000 - $26,000

    Job OverviewWe are seeking a skilled professional to assist our Operations team in managing plan document drafting, amendments, restatements, and plan setup. This role is crucial to empowering retirement savings.The ideal candidate will have prior experience supporting plan design and plan document services for 401(k) and 403(b) plans, but it's not required....


  • Mandaluyong City, National Capital Region, Philippines beBeeDocumentation Full time $9,600

    We are seeking a detail-oriented Clinical Documentation Specialist to join our team.A clinical documentation specialist plays a vital role in healthcare by documenting clinical interactions in real-time, ensuring accurate and detailed patient records. This allows healthcare providers to focus on delivering high-quality patient care.Key...


  • Mandaluyong City, National Capital Region, Philippines beBeeMedical Full time $9,600

    Job Title: Medical Documentation SpecialistWe are seeking a detail-oriented and organized medical documentation specialist to join our team. As a medical scribe, you will play a vital role in healthcare by accurately documenting clinical interactions.Document real-time patient encounters using Electronic Medical Records (EMRs) such as Epic,...


  • Mandaluyong City, National Capital Region, Philippines beBeeQuality Full time ₱180,000 - ₱200,000

    Job SummaryRegistered Nurse - Quality Assurance SpecialistThis role requires a detail-oriented and fast-reading Registered Nurse to review clinical documentation and timesheets for accuracy and quality. The successful candidate will be responsible for ensuring our records are error-free, grammatically correct, and aligned with the plan of care.


  • Mandaluyong City, National Capital Region, Philippines beBeeDocumentation Full time $45,000 - $55,000

    Medical Documentation SpecialistWe are seeking a meticulous and detail-oriented Medical Documentation Specialist to join our team. The ideal candidate will have excellent typing skills, strong organizational abilities, and the ability to maintain accurate medical records.Key Responsibilities:Transcribe patient consultations with ophthalmologists and...


  • Mandaluyong City, National Capital Region, Philippines beBeeDocumentation Full time ₱550,000 - ₱700,000

    Job Title: Solution Documentation SpecialistAbout the Role:We are seeking a highly skilled Solution Documentation Specialist to join our team. The successful candidate will be responsible for creating user-friendly documentation that supports our API and Design System. This role requires strong technical writing skills, with the ability to transform complex...


  • Mandaluyong City, National Capital Region, Philippines beBeeDocumentation Full time ₱35,000 - ₱45,000

    Healthcare Documentation SpecialistWe seek an experienced professional to review and verify therapy session notes for accuracy, clarity, and completeness.Key Responsibilities:Review and Verify Session NotesEvaluate documentation for compliance with HIPAA, payer guidelines, and internal quality standardsCross-check session details such as dates, times,...


  • Mandaluyong City, National Capital Region, Philippines beBeeSpecialist Full time ₱60,000 - ₱78,000

    Job Opportunity: We are seeking an accomplished Planning Drawings and Layout Specialist to collaborate with our team.About the Role: As a key member of our design and planning team, you will be responsible for creating precise planning drawings, elevations, and layout plans using CAD and other design software. You will work closely with clients and internal...