Onboarding Conversion Specialist | Retirement Plans

CBIZ • North Canton, OH

1d • Hybrid

About The Position

Coordinates and facilitates the plan implementation or transition process for new and existing TPA clients. Transitions include plan conversions from one recordkeeper to another.

Requirements

• 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
• 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

Nice To Haves

• Pursuing Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA) Pension Administrator, Qualified 401K Administrator (QKA)

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED