Plan Documents Specialist

Who Are We Looking For?Vestwell is expanding and we’re excited about adding a Specialist to our Document Compliance Team (Retirement Services Division) who is passionate about our mission to change the retirement FinTech space. At a high level, we’re looking for a dedicated specialist to assist our Operations team to manage plan document drafting, amendments, restatements, and plan setup. Prior experience supporting plan design and plan document services for 401(k) and 403(b) plans is helpful, but not required.What Will You Be Doing?A key component of Vestwell’s mission to empower retirement savings includes bundled plan services and oversight. As a Specialist on the Plan Documents Team, you will work closely with our Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to assist with Plan Design review, drafting plan documents, and plan set up while consulting with teams on their operational considerations.Day-to-Day, You May Also Be Expected ToProvide Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and related disclosuresProject management support - assist with processes for novel and recurring large-scale document projects; and assure successful, timely completion of eachSupport Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents, operational corrections, audit supportRequirementsKeen attention to detail and deadlinesYou thrive in a fast-paced environment and have the ability to quickly learn new processes, contribute ideas, and iterate on solutions as neededStrong, demonstrated commitment to proactively managing workload while adhering to IRS/DOL deadlinesPositive, collaborative, and proactive attitudeProficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drivesHours45-50 hours per week9-6pm US-ETMust be able to work US-East Coast/New York Time ZoneCompensationType: HourlyRate: $6/hourEmployment type: ContractWorkplace type: RemoteSeniority level: Entry Level