Plan Documents Specialist at Invisible Agency

, , Brazil -

Full Time

Start Date

Immediate

Expiry Date

30 Dec, 25

Salary

5.0

Posted On

01 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Attention To Detail, Project Management, Plan Design, Document Drafting, Client Success, Operational Considerations, IRS Compliance, DOL Compliance, Excel, Microsoft Office, Google Workspace, Cloud-Based Portals, Research, Documentation, Audit Support, Collaboration

Industry

Software Development

Description

Who Are We Looking For? Vestwell is expanding and we’re excited about adding a Specialist to our Document Compliance Team (Retirement Services Division) who is passionate about our mission to change the retirement FinTech space. At a high level, we’re looking for a dedicated specialist to assist our Operations team to manage plan document drafting, amendments, restatements, and plan setup. Prior experience supporting plan design and plan document services for 401(k) and 403(b) plans is helpful, but not required. What Will You Be Doing? A key component of Vestwell’s mission to empower retirement savings includes bundled plan services and oversight. As a Specialist on the Plan Documents Team, you will work closely with our Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to assist with Plan Design review, drafting plan documents, and plan set up while consulting with teams on their operational considerations. Day-to-Day, You May Also Be Expected To: Provide Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and related disclosures Project management support - assist with processes for novel and recurring large-scale document projects; and assure successful, timely completion of each Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents, operational corrections, audit support Requirements Keen attention to detail and deadlines You thrive in a fast-paced environment and have the ability to quickly learn new processes, contribute ideas, and iterate on solutions as needed Strong, demonstrated commitment to proactively managing workload while adhering to IRS/DOL deadlines Positive, collaborative, and proactive attitude Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives Hours: 45-50 hours per week 9-6pm US-ET Must be able to work US-East Coast/New York Time Zone Compensation Type: Hourly Rate: $5/hour Employment type: Contract Workplace type: Remote Seniority level: Entry Level

Responsibilities

As a Specialist on the Plan Documents Team, you will assist with plan design review, drafting plan documents, and plan setup. You will also provide support for the Documents Compliance Team by preparing various plan documents and managing large-scale document projects.