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Document Specialist

2 months ago

Utica, New York, United States Community Bank NA Full time
About the Role

We are seeking a highly organized and detail-oriented Document Specialist to join our team at Community Bank NA. As a key member of our Benefits Administration team, you will play a critical role in preparing and following up on new plan documents and amendments, submitting documents to the IRS, and communicating with plan sponsors.

Responsibilities
  • Prepare and follow up on new plan documents and amendments
  • Submit documents to the IRS
  • Communicate with plan sponsors via email, mail, or telephone
  • Prepare and consult on plan document designs using software and data processing
  • Provide backup support to other staff members as needed
  • Assist in requesting TINs for plans
  • Consult with plan sponsors on EPCRS submissions and interface with the IRS/DOL as needed
Requirements
  • College degree and/or professional designation from ASPPA, CEBS, or paralegal certificate
  • Well-developed written and oral communication skills
  • Ability to analyze problems and present possible solutions to supervisors
  • Highly organized with attention to detail
  • Prior experience in pension consulting is necessary
What We Offer

As a Document Specialist at Community Bank NA, you will enjoy a competitive salary, commensurate with experience, plus potential for annual merit increases. You will also be rewarded with a comprehensive benefits package, including 11 paid holidays, paid vacation, medical, vision, and dental insurance, 401K with generous match, pension, tuition reimbursement, and banking discounts.

Physical Requirements

The physical demands of this role require the ability to stand, walk, or sit for extended periods. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.