
Plan Document Specialist
2 days ago
The Plan Documents Team is looking for an entry-level specialist to assist with plan document drafting, amendments, restatements, and plan setup.
Job DescriptionThe ideal candidate will be responsible for providing support to the Operations team in managing plan documents. This includes preparing discretionary and interim amendments, restatements, participant notices, and related disclosures. Additionally, the specialist will assist with project management, ensuring successful and timely completion of large-scale document projects.
The role requires keen attention to detail and deadlines, as well as the ability to quickly learn new processes and iterate on solutions. Strong commitment to proactively managing workload while adhering to IRS/DOL deadlines is essential.
Required Skills and Qualifications- Excellent communication and organizational skills
- Proficiency in Excel and Microsoft Office suite, Google Workspace, cloud-based client portals, and internal network drives
- Ability to work in a fast-paced environment and adapt to changing priorities
- Competitive hourly rate: $5/hour
- Flexible working hours: 45-50 hours per week, 9-6pm US-ET
- Remote work opportunity
- Employment type: Contract
- Seniority level: Entry Level
- Job function: Administrative
- Industries: Software Development
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