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Document Specialist

4 months ago

Syracuse, United States Community Bank System Full time

Overview:

Benefit Plans Administrative Services (BPAS) is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale. We support 4,200 retirement plans, $115 billion in trust assets, $1.3 trillion in fund administration, and more than 810,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well-positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call.

Responsibilities:
    • Prepare Plan documents including but not limited to initial documents, restatements, amendments (required and discretionary) and documents for correction programs using document software (FT Williams)
    • Compile documents to send to client (Print/Scan, electronic)
    • Work with and maintain electronic files
    • Follow up on receipt of executed Plan documents and amendments via mail, email, or telephone
    • Evaluate documents for accuracy and completeness upon return
    • Utilization of data base to track work in its stages maintain information and produce any necessary reports
    • Requesting TIN's for Plans
    • Prepare EPCRS submission materials, as requested
    • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulation applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all job-specific training requirements in a timely fashion
Qualifications:
  • College Degree and/or professional designation from ASPPA, ERPA, CEBS, NIPA or paralegal certificate
  • Experience in working with qualified plans
  • Well-Developed written and oral communication skills
  • Analyze problems and issues and present possible solutions
  • Strong organization skills with attention to detail
  • Ability to prioritize work assignments and multitask
  • Meet tight deadlines and due dates
  • Display an intermediate level of knowledge with Microsoft Word and Excel, Adobe Acrobat, and as well as personal computer skills
  • Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to his position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion
Min:
USD $21.75/Hr.

Max:
USD $30.50/Hr.

Other Job Information:

Hours: 40 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

Community Bank System, Inc. is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

Community Bank System, Inc. will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department: employment@cbna.com