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Document Specialist

Document Specialist

Staffworks CNYUtica, NY, US
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Job Description

Job Description

Document Specialist

Pay rate $16.00 / hr

General Function :

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.

Essential Duties :

  • 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 other staff when necessary
  • Consult with plan sponsors regarding in the event the plan needs to be submitted to the IRS / DOL under one of the Employee Plan Compliance Resolution Program (EPCRS)
  • Prepare EPCRS submission and interface with IRS / DOL as needed

Basic Qualifications :

  • College degree and / or professional designation form ASPPA, CEBS, or paralegal certificate
  • Pension Consulting experience preferred
  • 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, as well as personal computer skills

    • We are an Equal Opportunity Employer and celebrate diversity at all levels of our organization.

    Apply online now for this great opportunity! Please visit www.staffworkscny.com or call today (315) 735-5050

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    Document Specialist • Utica, NY, US

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