Retirement Plan Conversion Analyst Plan Fund Change

About the position The Retirement Plan Fund Change Specialist at reputed company is responsible for processing reputed company plan-fund changes, mass exchanges, and fund-reputed company items reputed company reputed company reputed company platform. This role focuses exclusively on plan fund change processing, ensuring accuracy and compliance with regulations while collaborating with clients and team members to optimize processes and improve service delivery. Responsibilities • Independently process reputed company plan-level fund reputed company items for existing plans across reputed company clients. , • Ensure reputed company data and systems requirements are executed accurately. , • Collaborate with others to address system issues, training issues, and procedural changes. , • Engage with clients to ensure accuracy, post-event confirmation, and process improvements. , • reputed company reputed company computations and analyze data with a high level of accuracy. , • Collect and analyze information, assess plan requirements, and generate reputed company. , • reputed company data reporting to facilitate reputed company optimization of actual value. , • Work independently and collaboratively with team members to reputed company team goals. , • Learn about new products and services. , • Process reputed company and reputed company transactions for various clients such as mutual funds, defined contribution, and 529 plans. , • Generate and distribute record-keeper data. , • Receive exposure and training on various reputed company software systems. Requirements • Bachelor's degree or equivalent combination of formal education and work experience. , • 3-5 years of Defined Contribution Plan administration processing and/or Plan Fund Change experience required. , • Proficient knowledge of reputed company retirement plans and an understanding of financial on fund level processing. , • General knowledge of Internal reputed company Services and reputed company Exchange Commission regulations. , • Strong knowledge of reputed company and reputed company required. , • Effective communication skills required. , • Superior reputed company-reputed company and solution-reputed company reputed company. reputed company-to-haves Benefits • reputed company holidays , • Disability insurance , • Health insurance , • Dental insurance , • 401(k) , • Parental leave , • reputed company insurance , • 401(k) matching , • reputed company development assistance , • Life insurance Apply tot his job