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 assist our Operations team in managing plan document drafting, amendments, restatements, and plan setup. This role is remote and requires the ability to work in the US-East Coast/New York Time Zone.
Responsibilities
- 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.
- 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
Compensation
- Type: Hourly
- Rate: $6/hour
Employment Type
Contract
Workplace Type
Remote