Plan Documents Specialist - Freelance Project

Meridial; Chile; Presencial; CLP 6.233.199 - 8.877.586; A tiempo parcial

Descripción de la vacante

Meridial is seeking a Plan Documents Specialist for a freelance project in Chile. The role involves assisting the Operations team in drafting and managing plan documents for retirement savings, with a focus on compliance and project management.

Candidates should have attention to detail, a positive attitude, and proficiency in tools like Excel. This remote contract role requires 45-50 hours of work per week in the US-Eastern Time Zone.

Formación

• Keen attention to detail and deadlines.
• Ability to thrive in a fast-paced environment and learn new processes quickly.
• Strong commitment to managing workload adhering to IRS/DOL deadlines.

Responsabilidades

• Provide Documents Compliance Team support for preparing plan documents.
• Assist with processes for large-scale document projects; ensure timely completion.
• Support team members with process reviews and documentation related to plan documents.

Conocimientos

Attention to detail

Proficiency with Excel and Microsoft Office suite

Positive, collaborative attitude

Ability to learn new processes quickly

Herramientas

Google Workspace

Cloud-based client portals

Descripción del empleo

Plan Documents Specialist - Freelance Project

Chile

Who Are We Looking For?

We’re looking for a dedicated specialist to assist our Operations team to manage plan document drafting, amendments, restatements, and plan setup. Prior experience supporting plan design and plan document services for 401(k) and 403(b) plans is helpful, but not required.

What Will You Be Doing?

Our mission is to empower retirement savings includes bundled plan services and oversight. As a Specialist on the Plan Documents Team, you will work closely with our Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to assist with Plan Design review, drafting plan documents, and plan set up while consulting with teams on their operational considerations.

Day‑to‑Day, You May Also Be Expected To:

• Provide Documents Compliance Team support – prepare plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures.
• Project management support – assist with processes for novel and recurring large‑scale document projects; and assure successful, timely completion of each.
• Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents, operational corrections, audit support.

Requirements

• Keen attention to detail and deadlines.
• Ability to thrive in a fast‑paced environment and learn new processes quickly, contributing ideas and iterating on solutions as needed.
• Strong, demonstrated commitment to proactively managing workload while adhering to IRS/DOL deadlines.
• Positive, collaborative, and proactive attitude.
• Proficiency with Excel and Microsoft Office suite, Google Workspace, cloud‑based client portals, and internal network drives.

Hours

45-50 hours per week

9-6 pm US‑ET

Must be able to work US‑East Coast/New York Time Zone

Compensation

• Type: Hourly
• Rate: $6/hour

Employment type: Contract

Workplace type: Remote