Community Financial System, Inc. · 7 hours ago
Temporary Document Specialist
Utica, NY
Full-time
Onsite
New Grad, Entry LevelCommunity Financial System, Inc. (CFSI) is dedicated to providing high-quality financial services and products. The Temporary Document Specialist will be responsible for preparing and following up on plan documents, submitting documents to the IRS, and consulting with plan sponsors regarding compliance programs.
Financial ServicesFunding PlatformWealth Management
Responsibilities
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
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 Financial System, Inc.
Community Financial System, Inc.
Founded in 1866
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2014-03-07IPO
Leadership Team
Dimitar Karaivanov
President & CEO
Recent News
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2025-09-10
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2025-01-22
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