Senior Document Operations Specialist - Pompano Beach Florida

Company: VirtualVocations
Location: Pompano Beach, Florida
Posted On: 02/02/2025

A company is looking for a Senior Document Operations Plan Specialist (Work From Home).



Key Responsibilities

Prepare and manage retirement plan documents, ensuring compliance and accuracy
Consult with clients and internal teams regarding plan design changes and compliance issues
Assist with plan terminations and develop filing packages for regulatory submissions


Required Qualifications

Bachelor's degree in a business-related field or equivalent education/experience
Five years of retirement plan experience
In-depth knowledge of retirement plan regulations and plan documents
Proficiency using Microsoft O365 tools More...

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