Document Specialist

2 days ago


Utica, New York, United States Community Financial System, Inc. Full time
Job Title: Document Specialist

Community Financial System, Inc. is seeking a skilled Document Specialist to join our team. As a key member of our Benefits Administration department, 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
  • Prepare and consult on plan document designs using software and data processing
  • Follow up on plan documents and amendments via mail, email, or telephone
  • Provide backup to other staff when necessary
  • Assist in requesting TINs for plans
  • Consult with plan sponsors regarding EPCRS submissions
  • Maintain proficient knowledge of laws and regulations applicable to this position
Qualifications:
  • 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
  • Highly organized with attention to detail
  • Ability to prioritize work assignments and multitask
  • Intermediate level competency with Microsoft Word, Excel, and Adobe Acrobat
Benefits:
  • Competitive salary with potential for annual merit increase
  • 11 paid holidays
  • Paid vacation
  • Medical, vision, and dental insurance
  • 401K with generous match
  • Pension
  • Tuition reimbursement
  • Banking discounts

Community Financial System, Inc. is an Affirmative Action, Equal Opportunity Employer. We are committed to diversity and inclusion in the workplace.


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