
Plan Documents Specialist
2 days ago
Job Title:
Plan Documents Specialist
About the RoleThis position plays a vital role in our Document Compliance Team, where you will be responsible for drafting and reviewing plan documents to ensure compliance with regulations. Your attention to detail and organizational skills will enable you to effectively manage multiple projects simultaneously.
You will work closely with our Operations team to review and prepare plan documents, including discretionary and interim amendments, restatements, participant notices, and related disclosures. Your ability to quickly learn new processes and iterate on solutions as needed will be essential in this role.
Key Responsibilities- Draft and review plan documents to ensure compliance with regulations
- Manage multiple projects simultaneously, prioritizing tasks to meet deadlines
- Collaborate with the Operations team to review and prepare plan documents
- Assist with project management support, ensuring successful completion of large-scale document projects
- Strong attention to detail and organizational skills
- Able to work in a fast-paced environment, adapting quickly to new processes
- Proficient in Excel and Microsoft Office suite, with experience working with cloud-based systems
- Prior experience supporting plan design and plan document services is an asset
Full-time contract position, 45-50 hours per week, with regular working hours between 9am and 6pm US-ET time zone.
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