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Temporary Document Specialist

BPAS

(Utica NY)

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

The responsibilities of this position are 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; and backing up other staff when necessary.

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

Qualifications

• 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

How to Apply

Apply Now

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