Document Specialist
1 month ago
Key Responsibilities
- Design and prepare plan documents using software and data processing tools
- Follow up on plan documents and amendments via mail, email, or phone
- Submit documents to the IRS and other regulatory bodies
- Provide backup support to other staff members as needed
- Consult with plan sponsors on EPCRS submissions and interface with the IRS/DOL
Requirements
- College degree and/or professional designation from ASPPA, CEBS, or paralegal certificate
- Pension consulting experience preferred
- Strong written and oral communication skills
- Ability to analyze problems and present solutions to supervisors
- Highly organized with attention to detail and ability to prioritize work assignments
- Intermediate level competency with Microsoft Word, Excel, Adobe Acrobat, and personal computer skills
What We OfferWe are an Equal Opportunity Employer and celebrate diversity at all levels of our organization. If you are a motivated and detail-oriented individual with a passion for compliance and document preparation, we encourage you to apply for this exciting opportunity.
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