Plan Document Specialist

3 days ago

Quezon City, National Capital Region, Philippines beBeeSpecialist Full time $40,000 - $50,000
Job Title: Plan Document Specialist

We 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 large-scale document projects, ensuring timely completion and adherence to regulatory requirements.
  • Support team members by performing duties as assigned, including process reviews, research, and documentation related to plan documents and operational corrections.
Requirements:
  • A high level of attention to detail and ability to meet deadlines.
  • Ability to thrive in a fast-paced environment and quickly learn new processes.
  • Strong commitment to proactively managing workload while adhering to IRS/DOL regulations.
  • A positive, collaborative, and proactive attitude.
  • Proficiency with Microsoft Office suite, Google Workspace, cloud-based client portals, and internal network drives.
Benefits:

This role offers a unique opportunity to work with a dynamic team and contribute to the development of innovative solutions. The ideal candidate will be a strong communicator, team player, and problem solver.

Other Information:

We value diversity and inclusion in the workplace and strive to create a welcoming environment for all employees. If you are a motivated and organized individual looking for a new challenge, please consider applying for this role.

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