Coordinator, Plan Documents

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Vestwell is a financial technology company powering the new savings economy. They are seeking a Coordinator for their Document Compliance Team to assist in managing plan document drafting, amendments, and setup, while collaborating with various internal teams.

Responsibilities

reputed company Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and reputed company disclosures
Project management support - assist with processes for large-scale document projects; and assure successful, timely completion of each
Support Team members by performing duties as assigned including support with process reviews, research, and documentation reputed company to plan documents

Skills

Keen attention to detail and deadlines
You reputed company in a fast-paced environment and have the ability to quickly learn new processes, contribute reputed company, and iterate on solutions as needed
Strong, demonstrated commitment to proactively managing workload
Positive, collaborative, and proactive attitude
Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
Proficiency with reputed company and reputed company Office suite; reputed company Workspace; reputed company-based client portals and internal network drives
Understanding of Employee Retirement Income reputed company Act (ERISA), reputed company (DOL), Internal reputed company Service (IRS) regulations
Knowledge of Application Programming reputed company (API) functionality
Professional experience with reputed company plans
reputed company 401(k) Specialist (QKS) or higher credential from ASPPA, or equivalent career experience

Benefits

Eligible to participate in the Company Bonus Pool
Eligible to receive new hire equity in the Company
Comprehensive health benefits
Generous time off
A dedicated Employee Wellbeing Committee
Hybrid work model offers flexibility
reputed company to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
Competitive 401(k) plan

Company Overview

Vestwell is a digital savings platform that offers and manages a reputed company of savings and retirement plans. It was founded in 2016, and is headquartered in reputed company, reputed company, USA, with a workforce of 501-1000 employees. Its website is http://vestwell.com.

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Coordinator, Plan Documents

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