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Jr. Plan Document Associate

Professional Capital Services

in Philadelphia PA

A rapidly growing Center City, Philadelphia 401(k) third party administration and recordkeeping firm has an immediate opening for a retirement plan document specialist to join a growing Plan Documents and Compliance Department.  The firm is one of the 100 fastest growing companies in the Philadelphia Region and seeks a qualified candidate to assist with all aspects of qualified plan administration. 

Responsibilities of the position include:

  • Document preparation, including plan restatements and board resolutions
  • Plan design consulting, including responsibility for consultative plan design calls with plan sponsors and advisors as part of the implementation/installation process
  • Updating plan specs in the recordkeeping system based on changes due to plan amendments
  • Posting plan document packages to web
  • Proactive follow up and coordination with all plan players regarding plan design and plan provisions
  • Process and service enhancements

Requirements / preferences for the position include:

  • High energy and willingness to learn
  • Strong attention to detail
  • Ability to meet deadlines and work in a team environment with shifting priorities
  • Excellent client service/communication skills
  • Microsoft Office skills
  • SalesForce experience is a plus

How to Apply

Qualified applicants should email their resume and references to

This role is based in in Philadelphia; therefore, only local candidates or those willing to relocate should apply.

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This ad has been viewed 2084 times. It expires on 12/10/2017.

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