Coordinator, Plan Documents

Vestwell is the financial technology company powering the new savings economy. They are seeking a Coordinator to assist their Document Compliance Team in managing plan document drafting, amendments, and plan setup.

Responsibilities

• Provide Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and related disclosures
• Project management support - assist with processes for large-scale document projects; and assure successful, timely completion of each
• Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents

Skills

• Keen attention to detail and deadlines
• You thrive in a fast-paced environment and have the ability to quickly learn new processes, contribute ideas, and iterate on solutions as needed
• Strong, demonstrated commitment to proactively managing workload
• Positive, collaborative, and proactive attitude
• Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
• Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives
• Understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations
• Knowledge of Application Programming Interface (API) functionality
• Professional experience with qualified plans
• Qualified 401(k) Specialist (QKS) or higher credential from ASPPA, or equivalent career experience

Benefits

• Eligible to participate in the Company Bonus Pool
• Eligible to receive new hire equity in the Company
• Comprehensive health benefits
• Generous time off
• Dedicated Employee Wellbeing Committee
• Hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
• Competitive 401(k) plan

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