Retirement Plan Document Specialist

Job Summary

A company is looking for a Retirement Plan Documents Coordinator.

Key Responsibilities:

• Prepare and organize plan-related documents, including amendments and compliance materials
• Review documents for completeness and accuracy before submission
• Maintain electronic records and collaborate with team members to meet deadlines

Required Qualifications:

• Three or more years of administrative or document management experience
• Strong proficiency in Microsoft Office Suite
• Experience with electronic filing systems; familiarity with document management software preferred
• Ability to manage confidential information professionally
• Positive demeanor with a commitment to quality and accuracy