Plan Administration Manual Documentation Specialist

Plan Administration Manual Documentation Specialist

The Plan Administration Manual Documentation Specialist is responsible for the creation and maintenance of Plan Administration Manuals (PAMs) for Qualified and Non-Qualified Corporate and Tax-Exempt clients. This role ensures that documentation is accurate, comprehensive, and aligned with regulatory and client-specific requirements. Candidates for this role should demonstrate a passion for providing internal business partners with an outstanding experience and be comfortable working in a dynamic environment.

The Role

The PAM Documentation Specialist acts as the subject matter expert for the Plan Administration Manual. They work closely with internal business partners to ensure that Fidelity’s products and services are accurately reflected in the Plan Administration Manual.

• Collaborate with internal stakeholders to gather and validate plan-specific information.

• Ensure documentation complies with internal standards and practices.

• Manage multiple documentation projects in a fast-paced, dynamic environment.

• Support large and complex client requests with professionalism and attention to detail.

• Maintain version control and organization of documentation using file management systems.

The Expertise and Skills You Bring

• Strong understanding of defined contribution retirement plans.

• Familiarity with products and services offered to defined contribution plans.

• Knowledge of Fidelity’s defined contribution recordkeeping systems.

• Knowledge of laws and regulations governing defined contribution plan administration.

• Ability to work independently and manage shifting priorities.

• Strong organizational, communication, and collaboration skills.

Dynamic Working

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

Company Overview

Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource.

For information about working at Fidelity TalentSource, visit FTSJobs.com.

Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ftsjobs.com if you would like to request an accommodation.

Information about Fidelity Investments

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and championing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.