Retirement Plan Document Associate

Cetera
Des Moines, IA
Category Legal
Job Description
Cetera TPA Legal is seeking a detail-oriented Retirement Plan Document Associate to join their legal team. This role involves accurately interpreting and executing workflow tasks, preparing retirement plan documents, managing projects, and ensuring adherence to regulations. The role requires strong organizational skills and a commitment to accuracy in a fast-paced environment.

Requirements

  • Accurately interpret and execute workflow tasks
  • Prepare qualified retirement plan documents
  • Manage document distribution, tracking, receipt, processing, and secure storage
  • Apply regulatory rules and deadlines appropriately
  • Perform additional duties as assigned
  • Exceptional organizational and time management skills
  • Strong attention to detail and accuracy
  • Sound judgment
  • Excellent written and verbal communication skills
  • Proficient spelling and grammar skills

Benefits

  • Competitive performance-based bonus
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