Administrative Plan Document Specialist

18 hours ago

Cavite City, Calabarzon, Philippines beBeeDocument Full time $5,200 - $10,400
Job Title

Plan Documents Specialist Role Summary:

We are seeking a skilled professional to fill the position of Plan Documents Specialist. This individual will play a crucial role in supporting our Operations team in managing plan document drafting, amendments, restatements, and plan setup.

Key Responsibilities
  • Provide documents compliance support by preparing plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures.
  • Assist with project management by supporting processes for novel and recurring large-scale document projects, ensuring successful and timely completion of each.
  • Support team members by performing duties as assigned, including process reviews, research, and documentation related to plan documents and operational corrections.
Requirements and Qualifications
  • Attention to detail and ability to meet deadlines.
  • Able to work in a fast-paced environment, quickly learning new processes and contributing ideas.
  • Strong commitment to proactively managing workload while adhering to IRS/DOL deadlines.
  • Positive, collaborative, and proactive attitude.
  • Proficiency in Excel and Microsoft Office suite, Google Workspace, cloud-based client portals, and internal network drives.
Work Arrangement and Benefits

Full-time position, approximately 45-50 hours per week.

Must be available to work US-East Coast/New York Time Zone.

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