Sr. Enrollment Kit & Regulatory Documents Representative
Tasks
- Apply defined contribution product knowledge
- Coordinate with stakeholders and vendors
- Deliver work on time with accuracy
- Develop employer specific enrollment materials
- Ensure materials align with legal plan documents
- Improve processes and quality
- Maintain accurate records
- Oversee enrollment kit ordering
- Own enrollment and regulatory work
- Update content for plan changes
Perks/Benefits
- Employee assistance program
- Free financial counseling
- Health coaching
- Leadership development
- PTO
- Parental leave
- Tuition assistance program
- Virtual training opportunities
- Work from home
Skills/Tech-stack
401a | 401k | 403b | 457b | Defined Contribution | Defined Contribution Products | Document Automation | Microsoft Excel | Microsoft Outlook | Microsoft PowerPoint | Microsoft Word
Education
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