Job Summary
A financial services company has a current position open for a Remote Document Operations Plan Specialist.
Must be able to:
- Prepare plan documents, summary plan descriptions, amendments and funding documents
- Consult with clients, client counsel, advisors, Client Management and Client Transition Services
- Research specific client plan design/compliance situations
Qualifications for this position include:
- Bachelor’s degree in a business-related field or equivalent education/experience
- Two years of pension/retirement plan experience or relevant financial services experience
- Knowledge of plan regulations and plan documents
- Strong written/verbal communication skills
- Ability to build rapport with internal and external stakeholders