Retirement Document Specialist
Job Summary
Preparing plan documents and assisting with plan provision questions, the full-time Retirement Document Specialist will manage the conversion of over 2,000 401k plans while working remotely.
Key responsibilities
- Review new client plan documentation and draft appropriate documents for conversion
- Analyze prospective clients' plan documents for potential takeover and draft necessary amendments
- Act as a liaison for Internal Sales, Conversions, and Operations to address document concerns
Required qualifications
- Minimum of 3 years' experience in the retirement services industry
- Minimum of 2 years' experience with drafting plan documents, preferred
- Proficient in FT William Document and Documents System preferred
- Proficient in Microsoft Word and Excel
- Able to review and interpret plan provisions for 401(k) and 403(b) Plans
Complete Job Description
The complete job description is available to members. Premium membership includes:
Full access to 41,560 remote jobs from human-vetted companies, updated daily
Resume Builder - AI-powered tool to craft, enhance, and tailor your resume to a specific job
Twice-monthly live group coaching and the full Remote Career Center
20% member discount on Career Services
Backed by a 30-day money-back guarantee
Company Company Name
Headquarters Headquarters
Founded Founded
Website
BBB URL BBB URL
The company description is available to members. Go Premium for full access to every job and company profile in our remote jobs database, backed by a 30-day money-back guarantee.
