Remote Plan Documents Specialist: Draft & Amend 401(k) Plans

Agency; Colombia; Remote; COP 26,751,000 - 35,668,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Job description

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.