Retirement Plan Fund Conversion

Retirement Plan Fund Conversion

Requirements

• Bachelor’s degree or equivalent combination of formal education and work experience.
• 3-5 years’ Defined Contribution Plan administration Processing and/or Plan Fund Change experience required.
• Proficient understanding of qualified retirement plans and knowledge of financial fund processing.
• General knowledge of Internal Revenue Services and Security Exchange Commission regulations.
• Strong knowledge of MS Word and Excel required.
• Effective Communication skills required.
• Superior client-centric and solution-centric focus.
• Ability to work 6 days per month in the local office.

Responsibilities

• Independently Process all Plan-level fund related items for existing plans, all clients.
• Ensures all data and systems requirements are executed accurately.
• Collaborate with others as needed to address system issues, training issues and procedural changes.
• Engage with clients to ensure accuracy, post event confirmation, and process improvements.
• Performing complex computations, understanding and processing numbers, and analyzing data with a high level of accuracy.
• Collecting and analyzing information, assessing plan requirements, and generating innovative solutions.
• Leverage data reporting to facilitate client optimization of actual value.
• Work independently and collaboratively with team members to achieve team goals.
• Learn about new products and services.
• Process complex and simple transactions for various clients such as mutual funds, defined contribution, and 529 plans.
• Generate and distribute record-keeper data.
• Exposure and training on various complex software systems.

Preferred Qualifications

No preferred qualifications provided.

Benefits

No information provided on Benefits.