Document Operations Specialist

Job Summary

A company is looking for a Document Operations Plan Specialist to prepare retirement plan documents and consult with clients on plan design changes.

Key Responsibilities:

• Prepare plan documents, amendments, and funding documents for various retirement plans
• Consult with clients and internal teams regarding plan design changes and compliance issues
• Research client plan design situations and assist with plan terminations as needed

Required Qualifications:

• Bachelor's degree in a business-related field or equivalent education/experience
• Two years of pension/retirement plan experience or relevant financial services experience
• Knowledge of plan regulations and plan documents
• Proficiency using MS Office tools