Document Specialist I
Core
Identify, interpret, and communicate complex legislative, regulatory, and compliance issues affecting retirement documents; develop document solutions for internal and external clients.
Role type
Mid-level compliance and document specialist
Builds
Accurate and timely retirement documents and solutions
Domain
Financial services / Retirement planning / Regulatory compliance
Required skills
Legislative and regulatory interpretation, Retirement document design, Plan and contract document knowledge, Accounting and recordkeeping systems, Microsoft Excel, Analytical problem solving, Written and verbal communication
Preferred skills
Negotiation, Innovation, Creativity, Resourcefulness
Technologies
Microsoft Office, Excel, Accounting systems, Recordkeeping systems
Responsibilities
Develop and produce accurate documents in accordance with laws and regulations, Communicate with plan sponsors, consultants, tax/legal advisors, or regulators, Identify, analyze, and resolve escalated document issues, Lead or participate in special projects critical to business growth
Seniority
Mid-level, independent contributor
