Due to expansion in our Plan Document area, ASC is seeking an additional Retirement Plan Professional to join our Plan Document Team. The position is for a Plan Document Support Specialist.
Job location may be telecommuting, or in our Los Angeles, CA office. Benefits include 37.5 hour work week, flexible hours, medical and dental insurance, 401(k) and 125 plans, PTO, continuing education/conference attendance, and home office costs. Travel may be required a few times a year.
ASC places a high value on work-life balance and creating a positive, fun, and stable environment. Most staff have been with ASC for over 10 years, demonstrating the enjoyment they receive from being a part of the ASC team.
ASC Plan Document Support Specialist
Do you like making someone’s day? Do you find satisfaction in helping others and solving problems? Do you enjoy working with bright, supportive colleagues? If so, you might love working as an ASC Plan Document Support Specialist. Your role would be to support our many users of the ASC DGEM Plan Document system and ASC’s plan documents. This support includes working with our clients and other members of the ASC team.
Responsibilities may include:
Support our existing clients in their continued use of the DGEM Plan Document system and ASC plan documents via phone, web, email, Microsoft Teams, and Zoom. This includes troubleshooting and implementing software enhancements.
- Answer client’s plan document interpretation questions.
- Work with our existing staff to respond to our clients that request consulting services via Silver Support and other requests.
Work with our document drafters and the software development team to create the logic necessary to draft and update various checklists (including validations), forms and notices that the system generates (e.g. SPDs, Safe Harbor notices, etc.).
- Help to on-board new clients via materials and training. This includes updating training materials, including webcasts, video series, user guides, online Help and FAQs.
- Work with our established sales and marketing team to promote and expand our business.
- Complete various other tasks and projects as assigned.
Qualifications, Skills and Requirements:
- Broad knowledge of retirement plans, IRS and ERISA regulations.
- Self-motivated individual with exceptional organizational and time-management skills.
- Independent worker able to meet deadlines.
- Exceptional customer service mindset – focused on helping and teaching.
- Excellent verbal and written communication skills
- Proficient in Microsoft Word, Excel and Power Point.
- ASC DGEM Plan Document system experience is preferred, but experience with other Plan Documents/system will be considered.
- Enjoy analysis and problem-solving.
- Comfortable with researching questions requiring document interpretation.
- Software savvy including the ability to apply new technology.
- Industry knowledge – Professional designations (e.g. ASPPA, NIPA) are valued.
- Minimum of five years in the retirement plan industry required, less may be accepted based on experience.
- Patience and a sense of humor are vital for members of the ASC support team!
If you wish to apply for this position, send your resume to employment@asc-net.com
