Major Responsibilities:
• Assigned to complete standardized, lower complexity plan amendments including Document Creation, Functional Items, and FIT assessments
• Responds to internal business partners for questions on Documents or updates to Product Central
• Makes decisions based on protecting the client and Fidelity
• Communicates status of amendment
• Handles workflow with business partners and addresses their inquiries or internal business partners within the Amendment Consultant Team
Working Relationships:
• Amendment Consultant – Consult with and partner to answer questions related to amendment process and document
• Managing Director – Use procedures to advise and communicate to help reach best solution for client
• Implement process improvements to gain efficiencies of scale across the team.
• Auditor – To complete the amendment process and resolve any NIGO situations
Skills/Knowledge:
• Strong computer skills; MS Office Suite
• Understanding of the 401(k) industry
• Knowledge of Fidelity products, services, policies, and procedures
• Ability to prioritize workload based on urgency, risk, and client expectations
• Effective time management
• Excellent written and verbal communication
• Ability to articulate a point of view in a compelling & succinct manner
• Ability to work independently in a fast-paced environment & handle large volume of work
• Ability to comprehend and explain technical concepts
• Basic understanding of ERISA, IRC, and DOL regulations related to 401(k) plans
About Education at Work
Education at Work’s mission is to help students gain the work experience and the durable and technical skills required to achieve economic mobility.
Education at Work helps American businesses tap the talents of hard-working and tech-savvy students to fill in-demand roles in project management, analytics, customer service, and beyond. Our corporate partners are strengthening their employer brand while developing a pipeline of diverse early-career professionals to fill critical talent needs.
Please note: E@W is NOT considered an On-Campus Employer and cannot accept CPT/OPT sponsorships.