Job Description
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 bachelor's degree or equivalent combination of education and experience Contract Type: Full-time, indefinite term
We 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.
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