Document Specialist (Information Technology)

Position summary:
Works directly with Sales Consultants and New Clients to draft and finalize all new plan documents, service agreements and amendments.
General purpose:
Document preparation and execution and assistant to President
Role qualifications:
6-10 Years of Industry experience Proficient MS Office and computer skills Ability to effectively multitask and maintain qualityAbility to effectively receive direction and instruction from multiple team members Excellent verbal and written communication skillsPunctual and dependableAble to work with minimum supervision Must be client focused
Position responsibilities:
Generate documents and amendments from FT Williams DocumentsPeer review of drafted documents and amendmentsGenerate restatements using FT Williams DocumentsPrepare and process plan termination documentsGenerate all required notices via FT Williams DocumentsUpdate Pension Pal, or relevant CRM systems, with amendment provisionsProcess amendment and document signature pages when finalizedGathers specifications for new plans from new business team membersFiles all new business documentsGenerates ERISA Services client service agreementsReviews draft documents with the new business teamFinalizes all new plan documentsUtilize FTW e-signature programEnters all new plan provisions in Pension Pal software programAny other tasks as requested by Management
Essential skills and experience:
Time management: the ability to organize and manage multiple prioritiesExcellent attention to detailExcellent interpersonal and communication skillsStrong team playerCommitment to company valuesAbove average computer proficiency
Valued but not required skills and experience:
Bachelors degree Plan Administration Experience and understanding of ERISA regulations