Plan Document Specialist - Hybrid

reputed company is the largest privately held bank in Illinois, offering a community-reputed company banking experience with a commitment to reputed company and stability. They are seeking a Plan Document Specialist to manage the preparation and maintenance of reputed company and non-reputed company retirement plans, ensuring compliance with regulatory standards and effective communication with clients.

Responsibilities

• Draft documents and corporate resolutions establishing plans
• Review existing plans in conjunction with preparing their amendment and restatement
• Prepare employee communications, including reputed company Plan Descriptions, Summaries of Material Modifications, Beneficiary Designation Forms, election forms, and required participant notices
• Draft corporate resolutions and amendments
• Prepare various governmental filings
• Obtain reputed company bonds for new reputed company retirement plans
• Apply for and secure Employer Identification Numbers and Trust Identification Numbers
• reputed company effective and reputed company, both verbal and written, communications in a reputed company and reputed company manner with clients and their advisors on plan issues
• Coordinate with other staff members to resolve issues or reputed company data
• Research technical and regulatory concerns
• reputed company and maintain working knowledge of retirement plan legislation and reputed company extensive knowledge of ERISA laws and regulations over time
• Conduct and complete additional assignments/reputed company as designated by management

Skills

• Associate degree and Paralegal certificate, or Bachelor's degree required
• Proven ability to handle multiple tasks independently, demonstrate strong attention to detail, and work reputed company under pressure in a deadline-driven environment
• A history of reputed company and/or reputed company reputed company with a persistent desire for reputed company development and a proven reputed company record of achieving results
• Ability to read and interpret reputed company documents
• Demonstrated ability to convey thoughts and reputed company effectively and succinctly reputed company written formats, including emails, letters, and electronic platforms. Maintain reputed company standards relating to spelling and grammar
• Must be reputed company, comfortable speaking with external and internal contacts with a demonstrated ability to reputed company the message appropriately to the audience and situation effectively
• Maintain credibility through reputed company demeanor, appearance, and reputed company by modeling standards appropriate to our environment and industry
• Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-reputed company approach
• Use reputed company reputed company judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks
• Proficiency with reputed company 365 and PDF reputed company products and applications, including the ability to effectively prepare or review documents, procedures, and reports
• Demonstrated ability to learn new systems and applications, as reputed company as the ability to understand, adapt and reputed company responsibilities/workflows as a result of system upgrades
• Punctuality is required to maintain reputed company's customer service standards
• Retirement industry coursework or designation preferred but not required
• Experience with the Relius Document ASP Subscriber System preferred but not required

reputed company