Plan Documents Specialist

Plan Documents Specialist at Invisible Agency

Invisible Agency is seeking a meticulous and proactive Plan Documents Specialist to join our team in South Africa. This role focuses on preparing, reviewing, and maintaining plan-related documents to ensure accuracy, regulatory compliance, and timely delivery to clients and internal stakeholders.

Responsibilities

• Prepare, review, and maintain plan documentation for client engagements, ensuring accuracy and regulatory compliance.
• Coordinate with internal teams (legal, HR, benefits, and operations) to gather required information and resolve document discrepancies.
• Maintain version control and document repositories; ensure secure storage of sensitive information.
• Assist with drafting policy language, amendments, and communications for client plans.
• Support project timelines and client communications; track deadlines and deliverables.
• Assist with audits and compliance checks; respond to client or regulator requests as needed.

Qualifications

• Detail-oriented with strong organizational and analytical skills.
• Experience with document management and regulatory compliance.
• Ability to work cross-functionally with multiple stakeholders; excellent written and verbal communication.
• Proficiency in Microsoft Office Suite; familiarity with document management systems.
• Ability to handle confidential information with integrity and discretion.

What We Offer

• Competitive salary and benefits (in USD, subject to regional adjustments).
• Flexible work arrangements and a supportive team environment.
• Opportunities for professional growth and development.