Tech Stack
MS ExcelGoogle Workspace
Job Description, Responsibilities & Requirements
About the Position
We are seeking a dedicated Plan Documents Specialist for a freelance project to join our Operations team in Colombia. This role involves managing plan document drafting, amendments, restatements, and plan setup. While prior experience supporting plan design and plan document services for 401(k) and 403(b) plans is helpful, it is not required.
Responsibilities
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 setup.
- Provide Documents Compliance Team support by preparing plan documents including discretionary and interim amendments, restatements, participant notices, and related disclosures.
- Offer project management support by assisting with processes for novel and recurring large-scale document projects and ensuring 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, and audit support.
Requirements
- Keen attention to detail and deadlines.
- Ability to thrive in a fast-paced environment and 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 in the US-East Coast/New York Time Zone
Compensation
- Type: Hourly
- Rate: $6/hour
Employment Type
- Contract
Work Location Type
- Remote