Position Summary: The Assistant will provide support to the Manager of Compliance Services.

Job Responsibilities: The Assistant will provide efficient support including:

· Preparation of documentation (plan documents, summary plan descriptions, amendments) utilizing on-line pension software (FT Williams.com)

· Utilization of data base to maintain information and track work in progress

· Work with and maintain electronic files

· Compile documents to send to client (Print/Scan, electronic)

· Evaluate documents for accuracy and completeness to send to client and upon return of required documents

· Follow up with clients for missing materials

· Work on special projects

Qualifications:

· Must have at least 1 year office experience working with Retirement Plans

· Strong organizational skills

· Ability to work independently on assigned tasks, follow instructions

· Strong attention to detail

· Meet deadlines/due dates in busy office environment

· Proficiency in Microsoft Office Suite: Word, Outlook, Excel

· Ability to work full time in office

Company Benefits

CPD offers health, life insurance, FSA plan, 401(k) plan, Commuter Benefits, Paid Time Off, paid holidays, short term and long-term disability insurance, Community Service initiative.

Work Location: In office; East Meadow, NY

Work Hours: Monday- Friday 9 a.m. to 5 p.m.

Salary: $38,000 - $46,000

Job Type: Full-time

Creative Plan Designs is an equal opportunity employer.

Job Type: Full-time

Pay: $38,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Tuition reimbursement

Schedule:

• 8 hour shift

Experience:

• Microsoft Excel: 1 year (Preferred)
• Microsoft Powerpoint: 1 year (Preferred)
• Retirement plan document compliance: 1 year (Required)

Work Location: Hybrid remote in East Meadow, NY 11554