Conversion Analyst - Remote

Overview

As a Conversion Analyst, you'll be responsible for managing the intricate process of transferring retirement plan assets between recordkeepers, ensuring accurate data transfer and processing participant loans during conversions.

In Short

• Manage the conversion process of retirement plan assets.
• Collaborate with partner teams for accurate data transfer.
• Process participant loans during conversions.
• Review plan assets from multiple recordkeeping companies.
• Develop process improvements and operational efficiencies.
• Monitor communication channels for customer needs.
• Utilize strong analytical skills and attention to detail.
• Work cross-functionally to resolve conversion issues.
• Serve as a subject matter expert on plan source types.
• Advance career opportunities within the company.

Requirements

• 1-3 years of experience in retirement services.
• Experience in reconciliation and large data analysis.
• Knowledge of 401(k) investment processes.
• Advanced Excel skills, including pivot tables and VLOOKUP.
• Strong work ethic and attention to detail.
• Effective time management and organizational skills.
• Strong written communication skills.
• Team player with a positive attitude.
• Proactive in improving processes.

Benefits

• 401(k) plan with employer match.
• Top health, dental, and vision insurance.
• Competitive time off and parental leave.
• Access to financial wellness tools and professionals.
• Enhanced mental health support.
• Fertility healthcare benefits.
• Student loan resources.
• Work-from-home stipend.
• Team-building experiences.