Senior Conversion Specialist | Retirement & Investment

CBIZ, Inc. • North Canton, OH

50d • Hybrid

About The Position

Essential Functions and Primary Duties Oversee transition processes such as transitioning from one fund to another, or transitioning TPAs Primary contact for all conversion related activity Restate plan documents Prepare fund company paperwork Update systems Communicate with Plan Sponsors, TPA's, or advisors Provide asset allocations and loan initiation for fund companies Provide general client service and problem resolution services Additional responsibilities as assigned

Requirements

• High School Diploma or GED required
• At least five years of professional, retirement plan industry experience
• Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
• Possesses expert knowledge of pertinent laws, regulations and professional standards
• Expert 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
• Experience in coaching and teaching others
• 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

Nice To Haves

• Bachelor's degree

Responsibilities

• Oversee transition processes such as transitioning from one fund to another, or transitioning TPAs
• Primary contact for all conversion related activity
• Restate plan documents
• Prepare fund company paperwork
• Update systems
• Communicate with Plan Sponsors, TPA's, or advisors
• Provide asset allocations and loan initiation for fund companies
• Provide general client service and problem resolution services
• Additional responsibilities as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees