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Plan Document Specialist

The Finway Group

(Remote)

Join our family-oriented culture where hard work, determination, and being the best at what we do are celebrated. At The Finway Group, we're all about investing in your future. If you're ready to make that investment, we're ready to welcome you with open arms.

Your Role:

As a Retirement Plan Customer Service Associate, you'll be at the heart of our customer-centric approach. Your responsibilities will include:

• Consistently updates system and status report to keep all parties informed during the onboarding process.
•  Ensures internal completion of tasks by the scheduled due date.
• Provide hand-off to the appropriate relationship manager to ensure a smooth transition for the client.
• Document preparation will often be completed by reviewing and mapping a client's prior plan document.
• Discuss any routine plan document-related issues with Relationship Managers or clients.
• Offer suggestions to address non-supported plan provisions or plan design improvements.
• Prepare and submit plan change requests in support of executed plan documents.
• Identify procedures, methodologies, and process improvements to enhance the growing business unit.
• Must have the ability to understand legal documents clearly.
• Utilize appropriate verbal and written communication techniques in a professional manner.

Qualifications:

To thrive in our family atmosphere, you should bring:

• Preferred minimum of 2-3 years of experience with retirement plan documents
• Outstanding communication skills, both verbal and written, for top-notch customer service.
• Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
• A keen eye for detail, compliance, and accuracy.
• Typical work hours: Monday through Friday, approximately 8:00 am to 5:00 pm.

Pay Transparency: $50,000-$55,000 a year.

About Us:

At The Finway Group, we're not your typical corporate America. We're a family-run business specializing in 401(k) plan administration, compliance, and retirement plan consulting. Our secret sauce? Empathy and compassion are our driving forces as we navigate the exciting journey of growth together.

Why Choose The Finway Group?

Join our close-knit family, where every day feels like a win. Here's why you should be a part of our tribe:

1. People First: We cover 100% of your health, dental, life, and short-term disability premiums. Plus, we contribute $1,200 annually to your HSA.
2. Secure Future: Enjoy a 3% company contribution to your 401(k).
3. Time to Recharge: Start with 15 days of paid time off, which grows with your time here. We also throw in six paid holidays and two floating holidays.
4. Path to Success: Be part of our rapid business growth with opportunities for career advancement.
5. Work-Life Balance: Flexible hours within industry standards ensure you can maintain a healthy balance.
6. Dress Comfortably: Our office rocks a business casual dress code, with jeans allowed.

If you're passionate about the retirement industry and want to be part of a team where empathy and compassion drive our success, apply now for the Retirement Plan Customer Service Associate position at The Finway Group. Join us and be part of something truly special.

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

How to Apply

You must provide Amy Campos-Hong both, your resume and salary requirements in order to be considered for this position to amy@finwaygroup.com.

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