Plan Document Specialist - Hybrid

First American Bank is the largest privately held bank in Illinois, offering a community-focused banking experience with a commitment to growth and stability. They are seeking a Plan Document Specialist to manage the preparation and maintenance of qualified and non-qualified retirement plans, ensuring compliance with regulatory standards and effective communication with clients.ResponsibilitiesDraft documents and corporate resolutions establishing plansReview existing plans in conjunction with preparing their amendment and restatementPrepare employee communications, including Summary Plan Descriptions, Summaries of Material Modifications, Beneficiary Designation Forms, election forms, and required participant noticesDraft corporate resolutions and amendmentsPrepare various governmental filingsObtain fidelity bonds for new qualified retirement plansApply for and secure Employer Identification Numbers and Trust Identification NumbersProvide effective and timely, both verbal and written, communications in a clear and professional manner with clients and their advisors on plan issuesCoordinate with other staff members to resolve issues or gather dataResearch technical and regulatory concernsDevelop and maintain working knowledge of retirement plan legislation and gain extensive knowledge of ERISA laws and regulations over timeConduct and complete additional assignments/projects as designated by managementSkillsAssociate degree and Paralegal certificate, or Bachelor's degree requiredProven ability to handle multiple tasks independently, demonstrate strong attention to detail, and work well under pressure in a deadline-driven environmentA history of academic and/or professional success with a persistent desire for professional development and a proven track record of achieving resultsAbility to read and interpret legal documentsDemonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammarMust be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectivelyMaintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industryMaintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approachUse sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risksProficiency with Microsoft 365 and PDF editor products and applications, including the ability to effectively prepare or review documents, procedures, and reportsDemonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgradesPunctuality is required to maintain First American Bank's customer service standardsRetirement industry coursework or designation preferred but not requiredExperience with the Relius Document ASP Subscriber System preferred but not requiredCompany OverviewFirst American Bank is a company that provides personal and business banking products and services. It was founded in 1903, and is headquartered in Elk Grove Village, Illinois, USA, with a workforce of 501-1000 employees. Its website is https://www.firstambank.com.



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