Plan Documents Specialist

hace 5 días


Chile Invisible Agency A tiempo completo

Plan Documents Specialist - Freelance Project Chile Who Are We Looking For? 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? Our mission is 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: $6/hour Employment type: Contract Workplace type: Remote #J-18808-Ljbffr



  • , , Chile Invisible Agency A tiempo completo

    A specialized consulting firm is seeking a Plan Documents Specialist for a freelance project in Chile. The role involves managing plan document drafting and supporting compliance efforts for 401(k) and 403(b) plans. Candidates should have a keen attention to detail, thrive in a fast-paced environment, and demonstrate proficiency with applications like Excel...


  • , , Chile Invisible Agency A tiempo completo

    Retirement Plan Administration Specialist - Freelance Project Chile Who are we looking for? The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for our client’s bundled clients. This team is the go-to subject matter experts on qualified retirement...


  • Chile Invisible Agency A tiempo completo

    Retirement Plan Administration Specialist - Freelance Project Chile Who are we looking for? The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for our client’s bundled clients. This team is the go-to subject matter experts on qualified retirement...


  • Santiago de Chile Invisible Agency A tiempo completo

    **Retirement Plan Administration Associate**: **Who are we looking for?**: The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for our client's bundled clients. **What will you be doing?**: - Year end testing for DC plans & 5500s for terminating DC...


  • , , Chile Invisible Agency A tiempo completo

    A consulting firm is seeking a Retirement Plan Administration Specialist for a freelance project in Chile. The role involves managing year-end testing for retirement plans, drafting termination resolutions, and client communication during the termination process. Ideal candidates have a minimum of 2 years in retirement plan administration, strong attention...

  • Legal Drafting Specialist

    hace 2 semanas


    , Región Metropolitana de Santiago, Chile Bionic Talent A tiempo completo

    Legal Drafting Specialist - 1033 - Chile Join to apply for the Legal Drafting Specialist - 1033 - Chile role at Bionic Talent . About the client: Our client is a law firm specializing in personal injury and auto accident cases. With a strong presence in Georgia, they are dedicated to advocating for victims injured in auto accidents, trucking accidents, and...


  • , , Chile TripleTen Indonesia A tiempo completo

    A leading tech education company is seeking a Payment Operations Specialist to provide operational support for students across payments, documentation, and data analysis. This role involves managing payments, verifying documents, and communicating with students about refunds. Candidates should have 1+ years of IT experience and strong English skills. The...


  • , Región Metropolitana de Santiago, Chile TripleTen A tiempo completo

    A leading e-learning provider is seeking a Payment Operations Specialist to join their team in Santiago. You will manage student payments, oversee loan approvals, and process essential documents to ensure a smooth educational journey for students. Candidates should possess IT experience, advanced English, and strong analytical skills. The role demands...


  • , Región Metropolitana de Santiago, Chile OpsArmy Careers A tiempo completo

    A healthcare documents organization in Santiago is seeking an Operations Specialist - Record Request Triager to ensure compliance and accuracy in medical record requests. The role requires a keen attention to detail and strong communication skills as it directly impacts the efficiency of the medical records retrieval process. Ideal candidates should have...


  • , Región Metropolitana de Santiago, Chile IQVIA A tiempo completo

    Join or sign in to find your next job Join to apply for the Sr. Site Feasibility Specialist role at IQVIA 3 days ago Be among the first 25 applicants Job Overview Perform tasks at a country level associated with Site Activation (SA) activities in accordance with applicable local and/or international regulations, standard operating procedures (SOPs), project...