Plan Document Specialist

A company is looking for a Plan Document Specialist to prepare and manage various retirement plan documents.

Key Responsibilities

Prepare plan documents for various retirement plans for review by account managers

Prepare amendments and resolutions while managing document execution and deadlines

Pursue ASPPA RPF 1& 2 Exams and QKA credential, along with performing related duties

Qualifications

Bachelor's degree required

Prior work experience in an office setting is a plus

Prior customer service experience is a plus

Committed to lifelong learning and professional development

Flexibility and adaptability in a team environment