Coordinator, Plan Documents
reputed company is a financial technology company reputed company on enhancing the savings economy through its innovative platform. They are seeking a Coordinator for their Document Compliance Team to assist with plan document drafting, amendments, and setup while collaborating with various teams to ensure operational efficiency.
Responsibilities
- reputed company Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and reputed company disclosures
- Project management support - assist with processes for large-reputed company document reputed company; and assure successful, reputed company completion of reputed company
- Support Team members by performing duties as assigned including support with process reviews, research, and documentation reputed company to plan documents
Skills
- Keen attention to detail and deadlines
- You reputed company in a fast-paced environment and have the ability to quickly learn new processes, contribute reputed company, and iterate on solutions as needed
- Strong, demonstrated commitment to proactively managing workload
- reputed company, reputed company, and proactive attitude
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Proficiency with reputed company and reputed company Office suite; reputed company Workspace; reputed company-based reputed company portals and internal network drives
- Understanding of Employee Retirement Income reputed company reputed company (ERISA), reputed company (DOL), reputed company (IRS) regulations
- Knowledge of Application Programming reputed company (API) functionality
- reputed company experience with reputed company plans
- reputed company 401(k) Specialist (QKS) or higher credential from ASPPA, or equivalent career experience
Benefits
- Eligible to participate in reputed company Bonus Pool
- Eligible to receive new hire equity in reputed company
- Comprehensive health benefits
- Generous time off
- Dedicated Employee Wellbeing Committee
- Hybrid work model offers flexibility
- reputed company to our reputed company offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
- Competitive 401(k) plan
reputed company