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Vestwell · 3 weeks ago

Senior Specialist, Plan Documents

New York, NY

Full-time

Hybrid

Mid, Senior Level

$65K/yr - $75K/yr

5+ years exp

Vestwell is a financial technology company focused on redefining savings for retirement, education, and healthcare. They are seeking a Senior Specialist, Plan Documents to assist the Operations team with plan document drafting and related projects, while collaborating with various teams to optimize plan design and compliance.

Employee BenefitsFinanceFinancial ServicesFinTechRetirement

Comp. & Benefits

Responsibilities

Provide Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and related disclosures

Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents, operational corrections, audit support

Project management - create processes for novel and recurring large-scale document projects; and assure successful, timely completion of each

Provide Product support - contribute to discussions with various Product Teams to continually improve and iterate on our technology and to iterate automation for plan document creation and management

Provide consultative client support - collaborate with Plan Sponsors to optimize plan design via discretionary amendment requests, addressing queries, and ensuring a clear understanding of chosen plan specifications

Qualification

Qualified/Non-Qualified Plan designDocument draftingERISA regulationsClient servicingExcel proficiencySalesForce experienceProactive attitudeAPI functionality knowledgeMicrosoft Office suiteGoogle WorkspaceAttention to detailCommunication skillsProject management

Required

At least 5 years of experience in Qualified/Non-Qualified Plan design and document drafting

Subject Matter Expertise - Understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations

Keen attention to detail and deadlines

Considerable background in client servicing and strong communication skills

Strong, demonstrated commitment to proactively managing workload while adhering to IRS/DOL deadlines

Positive, collaborative, and proactive attitude

Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives