Conversion Specialist

EPIC Retirement Plan Services

1d•$21 - $29

About The Position

Working in conjunction with conversion project managers and sales team members, set up new plans, following documented procedures and policies, within stated deadlines and meeting standards for both volume and quality, with minimal oversight. Education and Experience: Associate's degree and a minimum of one (1) year of related experience; or equivalent combination of education and experience ASPPA DC-1 designation preferred.

Requirements

Ability to read and interpret documents such as procedure manuals and technical procedures.
Ability to write routine reports and correspondence.
Ability to speak effectively with groups of employees throughout the firm.
Ability to work with mathematical concepts such as probability and statistical inference.
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Demonstrated attention to detail.
Must have knowledge of intermediate Microsoft Office applications and the ability to develop advanced SRT system skills provided by internal training, within a reasonable time as determined by the Manager.
Must have a general understanding of mutual fund companies, tr
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Nice To Haves

ASPPA DC-1 designation preferred.

Responsibilities

Work with conversion project managers to establish new plans on internal systems and databases and upload participant data accurately. Translate complex data files received from prior providers to ensure essential data provided to complete conversion.
Perform quality review of key data points, including participant balances, vesting, investment elections, plan provisions, and web products to ensure accuracy of information before plan live date and communicate any missing information critical to completion of the conversion to the Conversion Project Manager.
With minimal oversight, invest conversion proceeds accurately according to conversion type within service standards and reconcile fund balances to trust system and/or trade platform holdings and identify any uninvested cash balance.
Analyze existing procedures to identify process improvements.
Perform other duties as assigned.

Benefits

Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Pet Insurance: For all your furry friends.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Paid Sick and Safe Leave: For your health and safety.