Document Specialist

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 quality
• Ability to effectively receive direction and instruction from multiple team members
• Excellent verbal and written communication skills
• Punctual and dependable
• Able to work with minimum supervision
• Must be client focused

Position responsibilities:

• Generate documents and amendments from FT Williams Documents
• Peer review of drafted documents and amendments
• Generate restatements using FT Williams Documents
• Prepare and process plan termination documents
• Generate all required notices via FT Williams Documents
• Update Pension Pal, or relevant CRM systems, with amendment provisions
• Process amendment and document signature pages when finalized
• Gathers specifications for new plans from new business team members
• Files all new business documents
• Generates ERISA Services client service agreements
• Reviews draft documents with the new business team
• Finalizes all new plan documents
• Utilize FTW e-signature program
• Enters all new plan provisions in Pension Pal software program
• Any other tasks as requested by Management

Essential skills and experience:

• Time management: the ability to organize and manage multiple priorities
• Excellent attention to detail
• Excellent interpersonal and communication skills
• Strong team player
• Commitment to company values
• Above average computer proficiency

Valued but not required skills and experience:

• Bachelor’s degree
• Plan Administration Experience and understanding of ERISA regulations