Job Description
About the position
Manage a select group of qualified and nonqualified retirement plan conversions, which may include all aspects of plan on-boarding to NWPS systems, overseeing conversion time-lines, trust accounting, participant notices, plan documents, and data wrangling. Continuously gain knowledge of the retirement plan industry through ongoing education. An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically close to one of our locations can be considered for fully remote work if this candidate has retirement plan onboarding expertise.
- Responsibilities
- Manage a select group of retirement plan conversions
- Responsible for all aspects of plan conversions
- Drafting participant notices and service agreements
- Perform project tasks independently, and direct the efforts of others
- Anticipate client needs and formulate solutions to client issues
- Prepare and review deliverables for accuracy and quality
- Plan and participate in client conversion meetings
- Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences
- Requirements
- Excellent problem solving including an ability to independently research and determine strategies to solve client needs
- Experience fostering client relationships
- Operating standard office equipment and using required software applications, including Microsoft Office and established databases
- Providing excellent customer service
- Critical thinking
- Communicating effectively, both orally and in writing
- Prioritize, work independently and drive tasks to completion
- Lead project teams and function with multiple tasks and deadlines concurrently
- Handle multiple ongoing projects
- Knowledge of the Relius recordkeeping system
- Bachelor’s Degree and a minimum of three (3) years of relevant experience in financial services. OR
- Any equivalent combination of education, training and/or experience approved by Human Resources.
- Nice-to-haves
- QKA or QPA designation preferred
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