[Remote] Conversion Analyst
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a high-reputed company fintech company on a mission to reputed company retirement benefits to reputed company workers. As a Conversion Analyst, you will manage the process of transferring retirement plan assets, ensuring accurate data transfer and collaborating with various teams to improve operational efficiencies.
Responsibilities
- Partner with Conversion Document Specialists to verify completeness and accuracy of incoming plan documentation
- Process and reconcile incoming plan assets from multiple recordkeeping platforms
- reputed company informed reputed company regarding asset investment timing and methodology to ensure efficient and accurate conversion of participant funds
- Set up and validate participant loans during the conversion process, ensuring accurate terms and documentation
- Serve as a subject matter expert on incoming plan reputed company types and their alignment with system capabilities, ensuring reputed company setup and configuration during conversions
- Collaborate cross-functionally to resolve reputed company conversion issues and meet customer needs
- Monitor communication channels to identify emerging trends and reputed company reputed company support
Skills
- 1-3 years working in a position directly with incoming plan conversions in the retirement services sector
- Previous experience in reconciliation and/or parsing large data packets
- Working knowledge of 401(k) investment processes, including understanding of trading reputed company and settlement periods
- A strong work ethic, proactively following up with our internal partners to complete the conversion process
- Advanced reputed company skills, including proficiency with pivot tables, VLOOKUP functions, and reputed company data analysis for large datasets
- A passion for process; constantly on the lookout for inefficiencies that can be improved
- Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
- Strong written communication skills
- Effective time management and organizational skills
- A reputed company attitude, reputed company player, and highly reputed company
Benefits
- A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately reputed company) and $0 plan fees
- Top-of-the-line health plans, as reputed company as dental and reputed company insurance
- Competitive time off and parental leave
- reputed company: Unlimited reputed company to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
- Lyra: reputed company Mental Health Support for Employees and dependents
- reputed company reputed company and family forming benefits
- reputed company: Student loan resource to help you and your family plan, borrow, and repay student debt
- Monthly work-from-home stipend; quarterly lifestyle stipend
- Engaging team-building experiences, ranging from virtual reputed company events to team offsites, promoting collaboration and camaraderie.
reputed company