Document Specialist

1 month ago


Utica, New York, United States Staffworks CNY Full time
Job OverviewAs a Document Specialist at Staffworks CNY, you will play a crucial role in preparing and following up on new plan documents and amendments, ensuring compliance with regulatory requirements.

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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