Plan Documents Specialist (Finance)

TL;DR

Plan Documents Specialist (Finance): Managing plan document drafting, amendments, and restatements for retirement plans with an accent on IRS/DOL compliance and operational setup. Focus on ensuring timely completion of large-scale document projects and coordinating with onboarding and client success teams.

Location: Remote (Philippines). Must be able to work US-East Coast/New York Time Zone (9-6pm US-ET)

Salary: $6/hour

Company

hirify.global is a service provider specializing in operational support and plan document management.

What you will do

• Draft and manage plan documents, including discretionary and interim amendments, restatements, and participant notices.
• Assist with plan design review and setup while consulting with operational teams.
• Support the Documents Compliance Team in preparing related disclosures.
• Manage novel and recurring large-scale document projects to ensure successful and timely completion.
• Conduct process reviews, research, and documentation for operational corrections and audit support.

Requirements

• Must be based in the Philippines.
• Ability to work US-East Coast/New York Time Zone (9-6pm US-ET).
• Strong attention to detail and ability to meet strict IRS/DOL deadlines.
• Proficiency in Excel, Microsoft Office, and Google Workspace.
• Experience with cloud-based client portals and internal network drives.

Culture & Benefits

• Fully remote work arrangement.
• Collaborative and proactive team environment.
• Opportunity to work in a fast-paced environment with a focus on iterative solutions.