Plan Document Specialist

This job has been removed

Location: Remote

Compensation: To Be Discussed

Staff Reviewed: Fri, May 10, 2024

This job expires in: 9 days

Job Category: Financial

Weekly Hours: Full Time

Career Level: Experienced

Education Level: Bachelors

Job Summary

A company is looking for a Plan Document Specialist.

Key Responsibilities:

Maintaining document compliance for new and existing clients
Mapping over new client documents in takeover situations
Assisting with acquisition projects for newly acquired companies

Required Qualifications:

High school diploma or GED required
Bachelor's degree in business administration or related discipline preferred
3-5 years of related retirement plan or Plan Document experience required
Familiarity with ASC's DGEM Document Software strongly preferred
Familiarity with PensionPro Workflow System strongly preferred

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