Plans Specialist at Distro – Barranquilla
Distro
Barranquilla
Posted on
NewSalary:$3000000 - $3000000Job Function:Admin/Clerical/Secretarial
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About This Position
Plans Specialist
Location: Barranquilla; Medellin; Armenia; Bogota; Cali; Bucaramanga or Ibague (On Site) Schedule: Monday to Friday \u007C 8:00 a.m. 5:00 p.m. EST English Level Required: 8.0 9.0 Education: Currently pursuing or recently graduated with a bachelors degree or equivalent combination of education and experience Contract Type: Full-time, indefinite termWe are seeking a Plans Transfer Specialist with strong English communication skills and exceptional attention to detail to work on-site in Colombia. The role involves supporting administrative processes related to 401(k) plan transfers for U.S. clients.Role Overview: Manage assigned cases during 401(k) plan transfer processes. Handle and send legal merger documents (Board Resolution, Merger Agreement, Instruction Letters, etc.). Support distribution of mandatory 30-day blackout notices. Code plan information into Relius and communicate updates to internal teams. Manage transfer cases (inbound/outbound) in SIMIS and Salesforce, ensuring accurate documentation. Communicate with previous and new TPAs via email and phone in English within SLA timeframes. Coordinate collection of plan documents from prior TPAs via email or fax. Review key documents including Adoption Agreement, SPD, Basic Plan Document, and compliance test results. Gather and organize fund names, sources, and amounts for final accounting files delivered to new TPA.Requirements: Advanced English (8.0 9.0). Intermediate Excel and proficiency in Microsoft Office (Word, Outlook). Experience with CRM systems (Salesforce preferred). Minimum 2 years experience in financial services, administrative roles, or paralegal work. Knowledge of U.S. 401(k) plan industry. Strong organizational skills, accuracy, and communication abilities.Why Apply? Work in a stable, professional environment. Support specialized financial processes related to 401(k) plans for U.S. clients. Grow your expertise from an on-site role based in Colombia.
$3,000,000 - $3,000,000 a month
Location: Barranquilla; Medellin; Armenia; Bogota; Cali; Bucaramanga or Ibague (On Site) Schedule: Monday to Friday \u007C 8:00 a.m. 5:00 p.m. EST English Level Required: 8.0 9.0 Education: Currently pursuing or recently graduated with a bachelors degree or equivalent combination of education and experience Contract Type: Full-time, indefinite termWe are seeking a Plans Transfer Specialist with strong English communication skills and exceptional attention to detail to work on-site in Colombia. The role involves supporting administrative processes related to 401(k) plan transfers for U.S. clients.Role Overview: Manage assigned cases during 401(k) plan transfer processes. Handle and send legal merger documents (Board Resolution, Merger Agreement, Instruction Letters, etc.). Support distribution of mandatory 30-day blackout notices. Code plan information into Relius and communicate updates to internal teams. Manage transfer cases (inbound/outbound) in SIMIS and Salesforce, ensuring accurate documentation. Communicate with previous and new TPAs via email and phone in English within SLA timeframes. Coordinate collection of plan documents from prior TPAs via email or fax. Review key documents including Adoption Agreement, SPD, Basic Plan Document, and compliance test results. Gather and organize fund names, sources, and amounts for final accounting files delivered to new TPA.Requirements: Advanced English (8.0 9.0). Intermediate Excel and proficiency in Microsoft Office (Word, Outlook). Experience with CRM systems (Salesforce preferred). Minimum 2 years experience in financial services, administrative roles, or paralegal work. Knowledge of U.S. 401(k) plan industry. Strong organizational skills, accuracy, and communication abilities.Why Apply? Work in a stable, professional environment. Support specialized financial processes related to 401(k) plans for U.S. clients. Grow your expertise from an on-site role based in Colombia.
$3,000,000 - $3,000,000 a month
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Job Location
Barranquilla