Junior Plan Documents Specialist

Location: Remote
Compensation: Salary
Reviewed: Fri, Jan 16, 2026
This job expires in: 30 days

Job Summary

A company is looking for a Junior Plan Documents Specialist to assist in client onboarding and document management for employer-sponsored welfare benefit plans.

Key Responsibilities
  • Assist in client implementation and plan changes, defining benefits for document preparation
  • Manage benefit plan documentation processes, including reviews and drafting of required documents
  • Stay current on compliance requirements and elevate client issues to appropriate teams
Required Qualifications
  • 1-3 years of employee benefits paralegal or similar experience required
  • 1-3 years of experience in Health and Welfare benefit consulting in ERISA & Non-ERISA plans
  • 3 years of experience in client management related to document creation and management
  • Bachelor's degree or equivalent job experience preferred
  • Experience with document management portals is a plus

COMPLETE JOB DESCRIPTION

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