Remote Plan Documents Specialist – 401(k)/403(b)

Agency; Chile; Remote; CLP 6,646,000 - 9,466,000; Full time

Job summary

Agency is seeking a dedicated Plan Documents Specialist to assist our Operations team with drafting, amendments, restatements, and plan setup for retirement plans. The role emphasizes accuracy, adherence to deadlines, and collaboration across onboarding and administration teams.

You will prepare plan documents, manage discretionary amendments, and support large-scale projects, working remotely in US-East Coast hours. Compensation is hourly; 45–50 hours weekly, contract employment.

Qualifications

• Keen attention to detail and deadlines.
• Ability to learn new processes quickly and contribute ideas.
• Proficiency with Excel and Microsoft Office suite; Google Workspace.

Responsibilities

• Draft plan documents, amendments, restatements, and plan setup.
• Support compliance and documentation for plan projects and disclosures.
• Coordinate across onboarding, administration, client success and employer services.

Skills

Attention to detail

Deadline management

Excel

Microsoft Office

Google Workspace

Job description

Agency is seeking a dedicated Plan Documents Specialist to assist our Operations team with drafting, amendments, restatements, and plan setup for retirement plans. The role emphasizes accuracy, adherence to deadlines, and collaboration across onboarding and administration teams.

You will prepare plan documents, manage discretionary amendments, and support large-scale projects, working remotely in US-East Coast hours. Compensation is hourly; 45–50 hours weekly, contract employment.