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Community Bank, N.A. · 1 day ago

Temporary Document Specialist

Utica, NY

Full-time

Onsite

New Grad, Entry Level

$21.75/hr - $30.50/hr

Community Bank, N.A. is dedicated to providing high-quality financial services and products. They are seeking a Temporary Document Specialist responsible for preparing plan documents, submitting them to the IRS, and ensuring compliance with regulations.

BankingFinancial ServicesPersonal FinanceWealth Management

Responsibilities

Preparing and following up on new plan documents and amendments' submitting documents to the IRS

Communicating electronically

Preparation of required regulatory amendments' amendment and restatement of plan documents when required by law

Preparation and consulting with regard to submissions under Employee Plan Compliance Resolution Program

Backing up other staff when necessary

Prepare and consult on Plan document designs using software and data processing

Follow up on Plan documents and amendments via mail, email, or telephone

Submit documents to the IRS

Provide back up to to other staff when necessary

Assist in requesting TIN's for Plans

Consult with plan sponsors regarding in the event the plan needs to be submitted to the IRS/DOL under one Employee plan Compliance Resolution Program (EPCRS)

Prepare EPCRS submission and interface with IRS/DOL as needed

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Qualification

Pension Consulting experienceMicrosoft WordMicrosoft ExcelAdobe AcrobatASPPA certificationCEBS certificationProblem analysisMultitaskingWritten communicationOral communicationOrganizational skillsAttention to detail

Required

College Degree and/or professional designation form ASPPA, CEBS, or paralegal certificate

Well-Developed written and oral communication skills

Analyze problems and issues and present possible solutions to supervisor

Ability to be highly organized and show an attention to detail

Ability to prioritize work assignments and multitask

Display an intermediate level competency with Microsoft Word and Excel, Adobe Acrobat, and as well as personal computer skills

Pension Consulting experience is necessary

All applicants must be 18 years of age or older

Benefits

11 paid holidays

Paid vacation

Medical, Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Company

Community Bank, N.A.

Community Financial System Inc.

Founded in 1983

Naples, Florida, USA

1001-5000 employees

https://cbna.com/locations/naples

Funding

Current Stage

Late Stage

Leadership Team

Jeffrey Connolly

SVP, Head of Business Banking Credit & Operations

Melissa Bollman

Head of Retail Banking

Recent News

Business Wire

Community Financial System, Inc. Significantly Expands Its Wealth Management Services With Acquisition of ClearPoint Federal Bank & Trust

2026-01-16

Central New York Business Journal

Community Bank to acquire Indiana bank, boosting wealth-management offerings

2026-01-16

Central New York Business Journal

Community Bank appoints head of business banking credit and operations

2025-12-12

Company data provided by crunchbase