Plan Documents Specialist - Freelance Project

About the Position

We are seeking a dedicated Plan Documents Specialist for a freelance project to join our Operations team in Jamaica. This role is fully remote and focuses on managing plan document drafting, amendments, restatements, and plan setup.

Responsibilities

• Provide support to the Documents Compliance Team by preparing plan documents, including discretionary and interim amendments, restatements, participant notices, and related disclosures.
• Offer project management support for novel and recurring large-scale document projects, ensuring successful and timely completion.
• Assist Team members by performing duties such as process reviews, research, and documentation related to plan documents, operational corrections, and audit support.

Requirements

• Keen attention to detail and adherence to deadlines.
• Ability to thrive in a fast-paced environment and quickly learn new processes.
• Demonstrated commitment to managing workload while adhering to IRS/DOL deadlines.
• Positive, collaborative, and proactive attitude.
• Proficiency with Excel, 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 in the US-East Coast/New York Time Zone

Compensation

• Type: Hourly
• Rate: $6/hour

Employment Type

• Type: Contract
• Workplace Type: Remote

Skills

• Attention to Detail
• Project Management
• Compliance
• Document Preparation
• Research
• Audit Support
• Process Review

We Offer

• Opportunity to work on a freelance project with a leading company.
• Flexible working hours.
• Competitive hourly rate.

About the Company

Join our team and contribute to empowering retirement savings through bundled plan services and oversight.