Plan Documents Specialist - Freelance Project

Agency; Colombia; A distancia; COP 26.751.000 - 35.668.000; Jornada completa

Descripción de la vacante

Agency is seeking a dedicated Plan Documents Specialist to join our Operations team. You will draft, amend, restate, and set up plan documents for retirement plans, collaborating with onboarding and admin teams to ensure accurate design reviews and timely delivery in a fast-paced environment.

The role requires attention to detail, deadline management, and proficiency with Excel, Microsoft Office, Google Workspace, and cloud-based portals.

Formación

• Keen attention to detail and deadlines.
• Proficiency with Excel and Microsoft Office suite; Google Workspace.
• Familiar with cloud-based client portals and internal network drives.

Responsabilidades

• Draft and amend plan documents including dispositional and interim amendments, restatements, and notices.
• Assist with plan design review and plan setup while coordinating with Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams.

Descripción del empleo

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 You thrive in a fast-paced environment and have the ability to quickly learn new processes, contribute ideas, and iterate 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 9-6pm 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