Document Specialist

Job Description

Job Description

Document Specialist

Pay rate $16.00/hr 

General Function:

The responsibilities of this position are preparing and following up on new plan documents and amendments; submitting documents to the IRS; communicating electronically; preparation of required regulatory amendments; amendment and restatement of plan documents when required by law; preparation and consulting with regard to submissions under Employee Plan Compliance Resolution Program; and backing up other staff when necessary. 

Essential Duties:

• Prepare and consult on Plan document designs using software and data processing
• Follow up on Plan documents and amendments via mail, email, or telephone
• Submit documents to the IRS
• Provide back up to other staff when necessary
• Consult with plan sponsors regarding in the event the plan needs to be submitted to the IRS/DOL under one of the Employee Plan Compliance Resolution Program (EPCRS)
• Prepare EPCRS submission and interface with IRS/DOL as needed

Basic Qualifications:

• College degree and/or professional designation form ASPPA, CEBS, or paralegal certificate
• Pension Consulting experience preferred
• Well-developed written and oral communication skills
• Analyze problems and issues and present possible solutions to supervisor
• Ability to be highly organized and show an attention to detail
• Ability to prioritize work assignments and multitask
• Display an intermediate level competency with Microsoft Word and Excel, Adobe Acrobat, as well as personal computer skills

We are an Equal Opportunity Employer and celebrate diversity at all levels of our organization.

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