Plan Document Assistant, (AUI)
Strongpoint Partners
•$50,000 - $55,000•Hybrid
About The Position
Actuaries Unlimited (AUI), a Strongpoint Partner, is seeking a Plan Document Assistant to analyze and draft retirement plan documents ensuring compliance and alignment with client objectives. As a key player, you will work closely with teams to manage document lifecycles for qualified plans.
Requirements
- Ability to learn DC plans and regulations interpret sophisticated plan documents and code provisions, including a familiarity with prototype and volume submitter documents
- Ability to write reports, business correspondence, and procedures
- Excellent customer service skills
- Excellent verbal, written, analytical, organizational skills and keen attention to detail
- Exceptional approach to client service focusing on communications, timely solutions, and client needs
- Organized individual able to set priorities, meet deadlines, and be detail-oriented
- Strong analytical and problem solving skills
- Strong initiative, integrity, self-motivation, and results orientation
Responsibilities
- Analyze and draft retirement plan documents ensuring compliance and alignment with client objectives.
- Manage document lifecycles for qualified plans.
Benefits
- Health, dental, vision, life, and disability coverage
- Flexible PTO
- Incentive bonus programs
- Flexible hours
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
