Full Time Restatement Processor (Colombia)

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.

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

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.

Location: Must be in Colombia – Remote.

Environment: Colombian and International Teams.

Language: Advanced English (B2+ - C1).

Timezone: Monday to Friday – 7:00 AM – 4:00 PM PST.

Contract: Non-fixed Term Colombian Contract.

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.

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📌 Restatement Processor (Colombia)
🏢 DOXA Talent
📍 Colombia