Coordinates and facilitates the plan implementation or transition process for new and existing TPA clients
Oversee new plan implementation or plan transition process on all levels
Primary contact for all on-boarding related activity
Generate plan documents
Prepare recordkeeper paperwork
Update internal systems
Communicate with Plan Sponsors, Financial Advisors and other TPA firms
Provide general client service and problem resolution services
Additional responsibilities as assigned

High School Diploma or GED required
At least three years of professional, retirement plan industry experience
Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards
Proficient use of applicable technology
Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
Experience performing work that requires initiative and leadership skills
Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
Ability to anticipate and elicit customer needs
Ability to self-learn and develop business and technical knowledge quickly
Motivated team player with demonstrated interpersonal skills
Comfortable working with quick turnaround times and deadlines
Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization

Onboarding Conversion Specialist – Retirement Plans

Key skills