Restatement Processor (Colombia)

Restatement Processor (Colombia)

10 ago
|
DOXA Talent
|
Colombia

10 ago

DOXA Talent

Colombia

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.
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 u

📌 Restatement Processor (Colombia)
🏢 DOXA Talent
📍 Colombia

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