Location
Westlake Village, CA, United States
Posted
July 14, 2026
Job Description
Description We are looking for a detail-oriented Planning Assistant to join a financial services organization in Westlake Village, California. This contract opportunity with permanent potential is ideal for someone who is highly organized, comfortable working with documentation, and able to manage multiple priorities in a deadline-driven environment. The person in this role will help maintain accurate plan records, support ongoing documentation projects, and contribute to the smooth administration of plan-related materials.
Responsibilities:
• Create, examine, and finalize plan amendment packages to ensure documents are accurate, complete, and aligned with established formatting and compliance expectations.
• Incorporate signed approval pages into adoption agreements, amendments, and resolutions while preserving document accuracy and maintaining proper version history.
• Assemble and organize Plan Document Manuals for newly established plans and restated plans, confir...
Responsibilities:
• Create, examine, and finalize plan amendment packages to ensure documents are accurate, complete, and aligned with established formatting and compliance expectations.
• Incorporate signed approval pages into adoption agreements, amendments, and resolutions while preserving document accuracy and maintaining proper version history.
• Assemble and organize Plan Document Manuals for newly established plans and restated plans, confir...