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Document Management System Specialist

Salary undisclosed

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Dice
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Job Title: Document Management System Specialist with Xpertdoc
Location: Remote
Job Type: Contract

Role Description:

As a Document Management System Specialist specializing in Xpertdoc, you will manage the integration and implementation of document content within the Ariel DB retirement administration software, ensuring compliance with client-specific regulations and legal standards in the US and Canada. Your expertise will drive the creation, modification, and quality assurance of various client-facing documents, ensuring they meet regulatory requirements and client expectations.

Key Responsibilities:

  • Identify and implement new documents for inclusion in standard solutions for the US and Canada.
  • Analyze client change requests and update documents accordingly to meet their specifications.
  • Collaborate with clients and internal teams to identify needs and provide document solutions.
  • Analyze, modify, and create statements, letters, and standard forms using Xpertdoc technology.
  • Serve as the subject matter expert for document-related queries, including statements, annual reviews, and benefits.
  • Ensure all documents comply with regulatory and legal standards for both the US and Canada.
  • Produce high-quality documents while managing and meeting client expectations.
  • Review final documents to ensure accuracy, compliance, and alignment with legal and regulatory standards.
  • Be available for client visits and provide expert consultation on document content and structure.

Qualifications:

  • Bachelor s degree in Actuarial Science, Mathematics, Project Management, Communication, or a related field.
  • 5+ years of experience in document management, preferably within retirement plan administration or similar industries.
  • Proficient in MS Office, particularly Word and Excel.
  • Strong leadership, analytical, organizational, and multi-tasking abilities.
  • Excellent communication skills with a talent for simplifying complex information.
  • Demonstrated ability to set priorities and meet tight deadlines.
  • Bilingual (French and English), both written and spoken, preferred.
  • Experience working independently and collaboratively in a team environment.
  • Knowledge of retirement plan administration is a plus.

Preferred Skills:

  • Experience with Xpertdoc or other document generation/integration tools.
  • Familiarity with regulatory requirements for retirement plan administration in the US and Canada.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
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