Plan Documents Specialist
New
M
MeridialRetirement plans
Location: Colombia, Must be able to work US-East Coast/New York Time Zone; 9-6pm US-ETContract
Salary6 USD per hour
Apply NowOpens the employer's application page
Job Details
- Required Skills
- Project ManagementMicrosoft ExcelMicrosoft OfficeGoogle Workspace
Requirements
- Demonstrate keen attention to detail and deadlines.
- Learn new processes quickly and contribute ideas and solutions.
- Proactively manage workload while adhering to IRS/DOL deadlines.
- Use Excel and the Microsoft Office suite proficiently.
- Use Google Workspace proficiently.
- Work with cloud-based client portals and internal network drives.
- Be able to work 45–50 hours per week.
- Be able to work 9–6pm US-ET and the US-East Coast/New York time zone.
Responsibilities
- Assist with plan design review, plan document drafting, and plan setup.
- Consult with internal teams on operational considerations.
- Prepare discretionary and interim amendments, restatements, participant notices, and related disclosures.
- Assist with processes for novel and recurring large-scale document projects.
- Help ensure projects are completed successfully and on time.
- Support process reviews, research, and documentation related to plan documents.
- Assist with operational corrections and audit support.
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