Retirement Plan Documents Coordinator - Remote

Overview

The Retirement Plan Documents Coordinator will prepare and review plan documents, amendments, notices, and forms, ensuring accuracy and compliance in a fully remote setting.

In Short

• Prepare and organize plan-related documents.
• Draft and process plan amendments.
• Review documents for completeness and accuracy.
• Prepare compliance-related materials.
• Manage plan terminations and related documents.
• Maintain electronic records using document management systems.
• Collaborate with team members to meet deadlines.
• Strong administrative skills required.
• Remote position available to candidates in the U.S.
• Preference for candidates in the Los Angeles area.

Requirements

• Three or more years of administrative experience.
• Proficiency in Microsoft Office Suite.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Experience with electronic filing systems.
• Ability to manage confidential information professionally.
• Collaborative team player.
• Positive, professional demeanor.
• Experience in financial services is a plus.
• Familiarity with Laserfiche preferred.

Benefits

• Flexible workplace.
• Competitive PTO.
• Inclusive environment.
• Development opportunities.
• Comprehensive benefits.
• Workplace perks.