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Senior Document Operations Specialist
A company is looking for a Senior Document Operations Plan Specialist. Key Responsibilities Prepare and manage retirement plan documents and ensure compliance with system setups Consult with clients and internal teams on complex plan design changes and business risks Assist with plan terminations and develop filing packages for regulatory submissions Required Qualifications Bachelor's degree in a business-related field or equivalent experience Five years of pension/retirement plan experience In-depth knowledge of retirement plan regulations and plan documents Organizational skills Proficiency using MS Office tools
A company is looking for a Senior Document Operations Plan Specialist.
Key Responsibilities
Prepare and manage retirement plan documents and ensure compliance with system setups
Consult with clients and internal teams on complex plan design changes and business risks
Assist with plan terminations and develop filing packages for regulatory submissions
Required Qualifications
Bachelor's degree in a business-related field or equivalent experience
Five years of pension/retirement plan experience
In-depth knowledge of retirement plan regulations and plan documents
Organizational skills
Proficiency using MS Office tools