Conversion Document Specialist - Remote

Overview

The Conversion Document Specialist plays a crucial role in managing the flow of documentation related to retirement plan conversions, ensuring a smooth transition for clients.

In Short

• Manage the flow of vital documentation from other recordkeepers to Human Interest.
• Assist Customer Onboarding in establishing and organizing conversion plan transfer timelines.
• Create and maintain relationships with other recordkeepers to improve the conversion client experience.
• Accelerate the retrieval and allocation of retirement assets for new clients.
• QA incoming conversion documentation prior to delivery to Conversion Analyst.
• Assist Plan Administrators with prior recordkeeper communication required to convert a retirement plan.
• Monitor existing conversion plans to ensure assets are retrieved within the agreed timeline.

Requirements

• 1+ years working in a position directly with incoming plan conversions in the retirement services sector.
• 3+ years of experience in a relationship management or elevated customer service role.
• Very strong written and verbal communication skills.
• A passion for process; constantly on the lookout for inefficiencies that can be improved.
• Strong organizational skills with the ability to manage multiple tasks at the same time.
• Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss.
• A positive attitude, a team player, and highly collaborative.

Benefits

• A great 401(k) plan with a dollar-for-dollar employer match up to 4% of compensation.
• Top-of-the-line health plans, as well as dental and vision insurance.
• Generous PTO and parental leave policies.
• Unlimited access to digital tools and financial professionals for financial wellness.
• Enhanced Mental Health Support for employees and dependents.
• Fertility healthcare and family forming benefits.
• Student loan resources to help plan, borrow, and repay student debt.
• Monthly work-from-home stipend; quarterly lifestyle stipend.
• Employee Resource Groups including Veterans, Pride, LatinX, and Women in Tech.
• Fun online and regional events and celebrations.