Coordinator, Plan Documents
Vestwell is the financial technology company powering the new savings economy. They are seeking a Coordinator to assist their Document Compliance Team in managing plan document drafting, amendments, and plan setup.
Responsibilities
- Provide Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and related disclosures
- Project management support - assist with processes for large-scale document projects; and assure successful, timely completion of each
- Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents
Skills
- Keen attention to detail and deadlines
- You thrive in a fast-paced environment and have the ability to quickly learn new processes, contribute ideas, and iterate on solutions as needed
- Strong, demonstrated commitment to proactively managing workload
- Positive, collaborative, and proactive attitude
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives
- Understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations
- Knowledge of Application Programming Interface (API) functionality
- Professional experience with qualified plans
- Qualified 401(k) Specialist (QKS) or higher credential from ASPPA, or equivalent career experience
Benefits
- Eligible to participate in the Company Bonus Pool
- Eligible to receive new hire equity in the Company
- Comprehensive health benefits
- Generous time off
- Dedicated Employee Wellbeing Committee
- Hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
- Competitive 401(k) plan
Company Overview