Retirement Plan Specialist

Our Company

At Doxa, we are dedicated to connecting businesses with top-tier talent across various industries. Our mission is to deliver innovative solutions that drive exceptional outsourcing services, enabling companies to expand their teams and grow their operations seamlessly.

Our commitment to fostering a vibrant and supportive team culture sets Doxa apart. Join us and be part of a culture that prioritizes your happiness and well-being, ensuring you personally and professionally thrive

Location: Remote – Colombia

Work Environment: Colombian and international teams

Work Hours: (Full-Time) – Monday to Friday 7:00 AM – 4:00 PM. PST // 9:00AM-6:00P.M -10:00AM-7:00P.M COL time

Contract Type: Long-term with full benefits in accordance with Colombian labor law

Salary: $3.500.000COP

Languages Required: Advanced English and Spanish (Bilingual)

Expertise Level: 2 – 4 years of experience.

⚠️ Important – English Requirement⚠️Candidates without advanced English proficiency (C1) will not be considered for this position

Role: Tier 1 Support

THE ROLE:

We’re seeking a Retirement Plan Document Specialist. This role is designed for a highly organized, detail-oriented professional who enjoys working with retirement plan documentation, regulatory compliance, and client support.

You’ll play a key role in preparing, updating, and managing retirement plan documents, ensuring accuracy, compliance, and an exceptional client experience throughout the documentation process.

REQUIREMENTS:

• Education: High school diploma required; additional education in Business Administration, Finance, or a related field is preferred.
• Experience: Previous experience in financial services, retirement plans, document processing, or another regulated industry is preferred.
• Skills: Proficiency with Microsoft 365 (Outlook, Teams, Word, Excel); experience with PandaDoc, Salesforce, FT William, and/or SharePoint is a plus; excellent written and verbal communication skills; strong problem-solving and organizational abilities.
• Characteristics: Exceptional attention to detail, ability to manage high-volume workloads, self-motivated, adaptable, customer-focused, and capable of working independently in a remote environment.

RESPONSIBILITIES:

• Complete and manage plan document creation and amendments, ensuring all updates are executed in alignment with regulatory requirements and client requests
• Collaborate with the team to work through complex questions and situations as they arise
• Ensure accuracy and completeness on all plan documents
• Send documentation to clients for signature
• Upload signed documents to the internal filing system
• Follow up with clients via email and phone as needed
• Process a high volume of plan restatements with consistent accuracy

Additional Functions

• Partner with other internal departments to ensure seamless process execution and information flow.
• Respond to inquiries from internal stakeholders promptly and professionally, providing accurate data and context.
• Support and hoc administrative projects and process improvement initiatives as needed.
• Perform other duties as required.

Success in This Role Looks Like:

• High-volume plan documents and restatements processed accurately and on time
• Full regulatory compliance maintained across all documentation
• Clients receive timely follow-up and a smooth documentation experience
• Signed documents consistently uploaded and filed correctly
• Internal stakeholders receive accurate, professional responses
• Independent remote performance with minimal oversight required