Document Compliance Specialist
Erie, PA · On-site +1
... REMOTE WORKING REQUIREMENTS As a remote-first company, we have compiled expectations for a successful remote work environment: * Ability to build rapport with others remotely while working ...
Document Compliance Specialist
Erie, PA · On-site +1
... REMOTE WORKING REQUIREMENTS As a remote-first company, we have compiled expectations for a successful remote work environment: * Ability to build rapport with others remotely while working ...
Inside Sales Representative
Erie, PA · On-site +1
... REMOTE WORKING REQUIREMENTS As a remote-first company, we have compiled expectations for a successful remote work environment: * Ability to build rapport with others remotely while working ...
Inside Sales Representative
Erie, PA · On-site +1
... REMOTE WORKING REQUIREMENTS As a remote-first company, we have compiled expectations for a successful remote work environment: * Ability to build rapport with others remotely while working ...
Retirement Plan Consultant
Erie, PA · Remote
Most positions are fully remote, which provides work-life balance while working with, and for, your colleagues and clients. Definiti not only invests in the tools and retirement service technology to ...
Retirement Plan Consultant
Erie, PA · Remote
Most positions are fully remote, which provides work-life balance while working with, and for, your colleagues and clients. Definiti not only invests in the tools and retirement service technology to ...
Retirement Plan Consultant
Erie, PA · On-site +1
Most positions are fully remote, which provides work-life balance while working with, and for, your colleagues and clients. Definiti not only invests in the tools and retirement service technology to ...
Retirement Plan Consultant
Erie, PA · On-site +1
Most positions are fully remote, which provides work-life balance while working with, and for, your colleagues and clients. Definiti not only invests in the tools and retirement service technology to ...
Client Success Manager I
Erie, PA · On-site +1
... REMOTE WORKING REQUIREMENTS As a remote-first company, we have compiled expectations for a successful remote work environment: * Ability to build rapport with others remotely while working ...
Client Success Manager I
Erie, PA · On-site +1
... REMOTE WORKING REQUIREMENTS As a remote-first company, we have compiled expectations for a successful remote work environment: * Ability to build rapport with others remotely while working ...
Remote Benefits Advisor
Wesleyville, PA · Remote
$69K/yr
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Remote Benefits Advisor
Wesleyville, PA · Remote
$69K/yr
Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Laptop or desktop computer with a working camera * Insurance license required or willingness to ...
Remote Sales Manager
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Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Laptop or desktop computer with a working camera * Insurance license required or willingness to ...
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Sales Coordinator Remote
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Remote Working information
What are the key skills and qualifications needed to thrive in remote working, and why are they important?
To thrive in a remote working role, strong self-discipline, time management, and proficiency in digital collaboration platforms are essential, typically supported by experience in a relevant field. Familiarity with tools such as Zoom, Slack, project management software (like Asana or Trello), and secure VPNs is often required. Excellent written communication, adaptability, and the ability to work independently are standout soft skills in this environment. These qualities enable productivity and effective team contribution regardless of location, which is critical to remote work success.
What is remote working?
A remote working job is a position that allows employees to perform their duties from a location outside of a traditional office, typically from home or another remote setting. This setup relies on digital communication tools such as email, video conferencing, and collaboration software to stay connected with teams. Remote work offers flexibility in terms of location and often working hours, depending on the employer's policies. It can be full-time, part-time, or freelance, depending on the job and industry. Many companies have adopted remote work to improve work-life balance and access global talent.
What can I expect from the team culture and communication style in fully remote roles?
In fully remote roles, team communication often relies on messaging apps, video calls, and project management platforms to keep everyone connected and aligned. You can expect a culture that values proactive updates, regular check-ins, and clear documentation to ensure transparency and accountability. Many remote teams foster a collaborative environment through virtual meetings, online social events, and shared digital spaces for informal chats. While flexibility is a key benefit, strong communication skills and self-motivation are crucial to staying engaged and contributing to team goals.
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 12 days ago
Job description
Job Type
Full-time
Description
Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.
Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what's next for their retirement plans.
PURPOSE OF POSITION
The Document Compliance Specialist will ensure that all document compliance requirements are met for new and existing plans and that all Plan documents and notices are organized and accessible for clients and staff. This role requires effective collaboration with Sales, Implementation, Outsourcing Team, Defined Contribution, and Defined Benefit Administration Departments.
PRIMARY DUTIES AND RESPONSIBILITIES
• Maintain document compliance for all new and existing clients of Definiti and its affiliates. This includes working with our Outsource Team to prepare and review amendments (required, discretionary and termination) and restatements as required by the client, the Department of Labor (DOL) and the Internal Revenue Service (IRS)
• Prepare and review more complex documents, including but not limited to, Merger and Transfer Agreements; Protected Benefits Analysis and other document preparation related to Merger and Acquisition events
• Assist in Implementation projects by mapping over new client documents from other Providers in takeover situations. This requires an understanding of, and ability to interpret, many different types of documents
• Assist with acquisition projects as directed by the Director of Document Services to ensure a smooth transition for newly acquired companies
Requirements
COMPETENCIES REQUIRED
• Attention to detail as it pertains to reviewing complex documents
• Ability to multitask while maintaining accuracy in data entry
• Ability to prioritize and manage workload and meet deadlines within a fast-paced, virtual environment. Success requires the ability to build rapport with remote colleagues using MS Office (Teams) and to work productively with limited in-person interaction
• Convey a professional, helpful, and positive attitude while interacting with both internal Team members and Outsourcing Team
• Excellent written and oral communication skills
• Ability to read, analyze, and interpret Plan documents
• Strong problem-solving skills
• Demonstrated ongoing professional development and regulatory awareness by actively engaging in training sessions and webinars to stay current on laws and compliance requirements related to retirement plans
EDUCATION AND QUALIFICATIONS
• High School or GED required
• Bachelor's degree preferred
• 3+ years of retirement plan administration and/or retirement plan document experience required
• Familiarity with, and proficiency in, FTW's Document Software preferred
• Familiarity with, and proficiency in, PensionPro Workflow System preferred
• Proficient in Microsoft Office 365 (Teams, Word, Excel, SharePoint), DocuSign and Kofax required
REMOTE WORKING REQUIREMENTS
As a remote-first company, we have compiled expectations for a successful remote work environment:
BENEFITS
Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:
Full-time
Description
Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.
Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what's next for their retirement plans.
PURPOSE OF POSITION
The Document Compliance Specialist will ensure that all document compliance requirements are met for new and existing plans and that all Plan documents and notices are organized and accessible for clients and staff. This role requires effective collaboration with Sales, Implementation, Outsourcing Team, Defined Contribution, and Defined Benefit Administration Departments.
PRIMARY DUTIES AND RESPONSIBILITIES
• Maintain document compliance for all new and existing clients of Definiti and its affiliates. This includes working with our Outsource Team to prepare and review amendments (required, discretionary and termination) and restatements as required by the client, the Department of Labor (DOL) and the Internal Revenue Service (IRS)
• Prepare and review more complex documents, including but not limited to, Merger and Transfer Agreements; Protected Benefits Analysis and other document preparation related to Merger and Acquisition events
• Assist in Implementation projects by mapping over new client documents from other Providers in takeover situations. This requires an understanding of, and ability to interpret, many different types of documents
• Assist with acquisition projects as directed by the Director of Document Services to ensure a smooth transition for newly acquired companies
Requirements
COMPETENCIES REQUIRED
• Attention to detail as it pertains to reviewing complex documents
• Ability to multitask while maintaining accuracy in data entry
• Ability to prioritize and manage workload and meet deadlines within a fast-paced, virtual environment. Success requires the ability to build rapport with remote colleagues using MS Office (Teams) and to work productively with limited in-person interaction
• Convey a professional, helpful, and positive attitude while interacting with both internal Team members and Outsourcing Team
• Excellent written and oral communication skills
• Ability to read, analyze, and interpret Plan documents
• Strong problem-solving skills
• Demonstrated ongoing professional development and regulatory awareness by actively engaging in training sessions and webinars to stay current on laws and compliance requirements related to retirement plans
EDUCATION AND QUALIFICATIONS
• High School or GED required
• Bachelor's degree preferred
• 3+ years of retirement plan administration and/or retirement plan document experience required
• Familiarity with, and proficiency in, FTW's Document Software preferred
• Familiarity with, and proficiency in, PensionPro Workflow System preferred
• Proficient in Microsoft Office 365 (Teams, Word, Excel, SharePoint), DocuSign and Kofax required
REMOTE WORKING REQUIREMENTS
As a remote-first company, we have compiled expectations for a successful remote work environment:
- Ability to build rapport with others remotely while working productively with limited in-person interaction
- Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
- Designate a quiet, and well-lit space free of as many distractions as possible
- Be online and available to work during designated business hours in local time zone
- Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plus
- Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint
BENEFITS
Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:
- A virtual-first work philosophy for most jobs
- 401(k) with up to 4% match
- Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn't accrue.
- 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
- Paid Parental Leave
- A variety of medical, dental and vision plan options including Definiti subsidized premiums
- Company-paid life insurance and short-term disability insurance
- Bonus plan eligibility