Coordinator, Plan Documents
Vestwell is a financial technology company focused on enhancing the savings economy through its innovative platform. They are seeking a Coordinator for their Document Compliance Team to assist with plan document drafting, amendments, and setup while collaborating with various teams to ensure operational efficiency.
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
- 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