Conversion Specialist II

Ascensus•Philadelphia, PA

About The Position

This role supports Quality Assurance (QA) processes to ensure deliverables are met. The Conversion Specialist II will participate in prior recordkeeper interactions to ensure accurate and timely transition of plan assets and indicative data. The goal is to demonstrate a high level of client satisfaction to Plans and Alliance Partners by following process and procedures for the installation of plans to meet deadlines and quality levels set by the unit.

Requirements

Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience
Proficiency in MS-Office software applications, including Excel, PowerPoint, Word, & Visio (familiarity with Access preferred)
Ability to work overtime as necessary
Communication Skills - Communicates regularly with both peers and colleagues in other business units. Demonstrates ability to document procedures that are clear and easy to understand. Effectively communicates with clients on specific tasks.
Technical Knowledge - Functional ERISA knowledge or job specific technical knowledge required. Demonstrates in depth understanding of assigned tasks underpinning operational function and understanding at a high level of concepts behind them.
Problem Solving- Identifies and solves problems utilizing resources/procedures for a specific process, with a defined resolution. Occasionally takes ownership of problems with undefined resolutions based on knowledge of concepts.
Detail Oriented Vs. Big Picture - Understands conceptually the impact of decisions across business division and communicates implications to team leadership where appropriate.
Conflict Resolution - Addresses conflicts with team as well as effectively escalating cross team conflict so that senior associates and/or leadership can address.
Training/Mentoring - Trains a peer on a new or existing process/procedure and understands the conceptual underpinnings of the tasks they are training on.
Risk Taking/Decision Making - Independently makes decisions on participant or plan level transactions and recognizes new "outside the box" situations and escalates those appropriately.
Planning/Organizing - Generally plans 1-2 days in advance in order to meet specific tasks and departmental goals as defined. Generally planning for self only and potential back-up as needed. Organized so that specific items can consistently be retrieved quickly.
Time Management/Prioritization - Familiar with overall set of priorities for the department. Does not often need assistance with conflicting priorities to ensure all deliverables are met. Responsibility to manage own tasks.
Work Style - Works well independently and occasionally takes lead in a team environment. Is able to communicate their expertise for the benefit of the larger work team.
Initiative/Work Ethic - Completes daily work as assigned and will routinely assist peers with daily work to ensure deliverables are met. Proactively seeks out opportunities for additional departmental work.

Responsibilities

Manage individual case load effectively to meet and exceed departmental service goals and partner specific service levels for quality and timeliness.
Ensure system specifications match those of the plan documents via a plan rules audit and completion within departmental set deadlines.
Participate in prior recordkeeper and financial advisor calls arranged by installation coordinator to ensure timely and accurate transition of plan assets and indicative data.
Take lead on special projects within the install department, including working with the installation coordinators to implement efficiencies or process improvements as required.
Present a risk management review on process improvements and IQP enhancements.
Serve as a training resource within the QA team and act as a mentor to new hires within the team.
Assist with SSAE16 process by completing internal audits within departmental timeframe.
Provide input to management on escalated client issues that may impact service satisfaction and/or financial liability.
Process trailing dividends after plan installation.
Collaborates with team members to continuously improve processes and meet goals.
Complete understanding of install workflows and concepts; participating in regular team meetings to share knowledge.
Resolve internal and external client issues by responding to correspondence within communicated service level timeframe.
Represents Ascensus in a professional manner through use of professional format and tone in verbal and written correspondence.
Research unresolved issues or discrepancies by investigating or correcting data, or consulting with necessary resources.
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Assist with other tasks and projects as assigned.