Retirement Document Compliance Specialist
Skills
Analytical SkillsBenefits AnalysisDOLGEDMergers & AcquisitionsRetirement PlanningSales
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- High School or GED required
- Bachelor’s degree preferred
- 3+ years of retirement plan administration and/or retirement plan document experience required
- Ability to review complex documents with strong attention to detail
- Ability to multitask with accuracy in a fast-paced virtual environment
- Ability to prioritize workload and meet deadlines
- Excellent written and oral communication skills
- Ability to read analyze and interpret plan documents
- Strong problem-solving skills
- Proficient in Microsoft Office 365 including Teams Word Excel and SharePoint
- Proficient in DocuSign and Kofax
- Familiarity with FTW Document Software preferred
- Familiarity with PensionPro Workflow System preferred
Nice to have
- Detail-oriented
- Organized
- Deadline-driven
- Professional attitude
- Positive communicator
Day to day
- Maintain document compliance for new and existing retirement plan clients by preparing and reviewing amendments restatements and notices
- Collaborate closely with Sales Implementation Outsourcing and Administration teams to keep plan documents accurate organized and accessible
- Interpret complex retirement plan documents and support merger transfer acquisition and takeover projects with careful analysis and timely execution