Choose Finway • Career Opportunities

Document Specialist

Efficiency and precision at its best!

Your Tasks and Expectations

System Updates
Keep everyone in the loop during onboarding with consistent system and status report updates.

Task Management
Ensure internal tasks are completed on time, meeting
scheduled due dates seamlessly.

Smooth Transitions
Facilitate a seamless client transition by providing a comprehensive hand-off to the designated relationship manager.

Document Expertise
Skillfully prepare documents by reviewing and mapping prior plan documents, addressing routine issues with Relationship Managers or clients.

Innovative Solutions
Offer valuable suggestions for non-supported plan provisions or plan design improvements.

Change Requests
Take charge in preparing and submitting plan change requests, supporting executed plan documents.

Continuous Improvement
Identify and implement procedures, methodologies, and process improvements to elevate our growing business unit.

Legal Clarity
Demonstrate a clear understanding of legal documents, a crucial skill for success.

Effective Communication
Utilize professional verbal and written communication techniques to ensure clarity and effectiveness

About Us

At The Finway Group, we’re not your typical corporate America. We specialize in 401(k) plan administration, compliance, and retirement plan consulting. Empathy and compassion are our driving forces as we navigate the exciting journey of growth together.

Our Culture

Join our family-oriented culture, where we celebrate hard work, determination, and being the best at what we do. At The Finway Group, we’re all about investing in your future. If you’re ready to make that investment, we’re ready to welcome you with open arms.

Why Choose The Finway Group?

Join our close-knit family, where every day feels like a win. Here’s why you should be a part of our team:

  1. People First
    We cover 100% of your health, dental, life, and short-term disability premiums. Plus, we contribute $1,200 annually to your HSA.
  2. Secure Future
    Enjoy a 3% company contribution to your 401(k).
  3. Time to Recharge
    Start with 15 days of paid time off, which grows with your time here. We also throw in six paid holidays and two floating holidays.
  4. Path to Success
    Be part of our rapid business growth with opportunities for career advancement.
  5. Work-Life Balance
    Flexible hours within industry standards ensure you can maintain a healthy balance.
  6. Dress Comfortably
    Our office maintains a business casual dress code, with jeans allowed.

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