Plan Documents Specialist - Freelance Project

Invisible Expert Marketplace

Malaysia, Malaysia
Base: $6ph; bonus/equity: not specified; benefits:...
On-site
Proficiency with excel and microsoft office suite
Google workspace proficiency
Cloud-based client portals
Assist with plan document drafting, amendments, restatements, and plan setup for retirement savings plans

Job Summary

  • Assist with plan document drafting, amendments, restatements, and plan setup for retirement savings plans.
  • Support the Documents Compliance Team by preparing plan documents, amendments, notices, and disclosures.
  • Manage project processes for large-scale document projects and ensure timely completion.

Matching Summary

Assist with plan document drafting, amendments, restatements, and plan setup for retirement savings plans.

Salary

Base: $6/hour; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Proficiency with Excel and Microsoft Office suite
  • Google Workspace proficiency
  • Cloud-based client portals
  • Internal network drives proficiency
  • Adherence to IRS/DOL deadlines
  • Fast-paced environment adaptability

Nice-to-have

  • Prior experience with 401(k) and 403(b) plans
  • Collaborative and proactive attitude
  • Ability to quickly learn new processes

Key Requirements

  • Keen attention to detail
  • Commitment to managing workload
  • Ability to iterate on solutions

Work Rights

Not specified

Tailored Resume

Cover Letter