Associate Client Conversion Analyst

2 weeks ago

Boca Raton, Florida, United States Mutual of America Full time
Mutual of America Financial Group

Job Title: Associate Client Conversion Analyst

Location: Boca Raton, FL (Hybrid)

Who We Are:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. Since 1945, we have specialized in providing small and mid-sized not-for-profit organizations and companies with pension and retirement-related services, along with leading customer support. We work diligently to understand the needs of plan sponsors. We provide them with competitively priced solutions so they can help their employees achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Associate Client Conversion Analyst will provide personal service to clients and assigned Regional Offices during the plan or contract termination process for defined benefit and defined contribution plans, and other group pension products, as well as the net value plan products.

Responsibilities:
  • Communicate with clients and new plan providers for deconversion cases, process benefit purchases and distributions as necessary
  • Process plan and contract terminations using the various FIS-Omni systems – Omni-DC/DB and Omni Pay
  • Defined contribution plans - ensure all accounts are in good order for processing
  • For both defined benefit and defined contribution plan terminations; review and mail out benefit distribution packages; secure valid participant election forms; purchase annuities and process lump sum distributions to complete the plan termination on schedule
  • Process contract terminations and advise client of documentation required; ensure it is received and in good order, secure information necessary for the new plan provider to take over the administration of the plan, and transfer the assets to the new plan provider
  • Work with the various departments within the Company to ensure that the plan and contract terminations are processed in accordance with the requirements
  • Obtain and transmit census and loan data necessary to administer the plan
  • Assist with IRS and PBGC audits as requested
  • Other duties as assigned to support the overall workflow of the department
Required Qualifications:
  • College degree or equivalent work experience in the retirement industry
  • Excellent written and oral communication skills
  • Well organized and ability to work independently
  • Ability to scan databases for requested information
  • Working knowledge of the various Microsoft Office products
Preferred Qualifications:
  • 1+ years' experience in the retirement Industry
  • Basic knowledge of regulatory and legal requirements affecting pension and savings plans
  • Defined Benefit calculation experience
What we offer you:
  • Competitive base salary
  • Annual Bonus
  • Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
  • 401(k) Match: You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in company contributions. A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay.
  • Parental Leave: 8 weeks fully paid
  • Paid time off: 20 days plus two floating personal holidays
  • Matching Gift Program: Mutual of America matches donations of $25 or more to your favorite organizations
Level: 4

Visitfor additional details about life at Mutual of America. You can also follow us onTwitter:@mutualofamerica |Facebook:@mutualofamerica

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law. #LI-JB1

  • Marketing Analyst

    2 weeks ago

    Boca Raton, Florida, United States CSupport Inc Full time

    10 yearsBoca Raton, FL Full-time Remote 2 days agoMarketing Analyst (Remote) INFUSE 10 yearsBoca Raton, FL Full-time Remote 2 days ago About the role OUR HIRING PROCESS:We will review your application against our job requirements. We do not employ machine learning technologies during this phase as we believe every human deserves attention from another...

  • Tax Senior Associate Private Client Services

    2 weeks ago

    Boca Raton, Florida, United States CohnReznick LLP Full time

    At CohnReznick, there's an exciting opportunity for a Senior Tax Associate to join the team in the Private Client Services practice through a hybrid or virtual capacity via our Boca Raton office.This position involves alternating between remote and office work. The company aims to create an environment where everyone can excel, collaborate, learn, and build...

  • Tax Senior Associate Private Client Services

    2 weeks ago

    Boca Raton, Florida, United States CohnReznick Full time

    As CohnReznick grows, so do our career opportunities. As one of the nations top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do We currently have an exciting career opportunity for a Senior Tax Associate to join the team in our Private...

  • Sr. Security Analyst

    2 weeks ago

    Boca Raton, Florida, United States CyberTec Full time

    My direct end client Florida Department of Transportation (FDOT) in Boca Raton, FL.This is onsite position. Candidates should already be in Florida .Rate:$70-75H C2C.Exhibit E must be completely filled out leaving no blanks.We cannot submit any candidates that we have previously submitted to this position. It has been open and closed several times now. Note...

  • Capital Markets Analyst

    6 days ago

    Boca Raton, Florida, United States Mill Creek Residential Full time

    Welcome to Mill Creek We're glad you're here At Mill Creek Residential we are committed to building a diverse, equitable and inclusive workplace where our associates can grow and bring their whole selves to work. This starts with our recruiting and hiring process.Studies have shown that women and people of color are less likely to apply to jobs unless they...

  • Business Analyst

    2 weeks ago

    Boca Raton, Florida, United States Modernizing Medicine Full time

    We are united in our mission to make a positive impact on healthcare. Join Us South Florida Business Journal, Best Places to Work 2024Inc. 5000 Fastest-Growing Private Companies in America 2023Company of the Year | 2023 BIG Innovation AwardsFastest-Growing Company of the Year Large (Bronze) | 2022 Best in Biz AwardsWho we are:We Are Modernizing Medicine...

  • Client Services Specialist

    2 weeks ago

    Boca Raton, Florida, United States BlueTeam Restoration Full time

    Client Services Specialist - Private Sector - BlueTeam This position is onsite in Boca Raton, FLWe are...BlueTeam is a U.S. based service provider specializing in commercial restoration, construction and roofing - both domestic and international - and our clients are the world's premier commercial portfolio owners and operators.We are a turnkey provider for...

  • Outreach Analyst

    2 weeks ago

    Boca Raton, Florida, United States CAI Full time

    Job ID Number R2731 Employment Type Full time Worksite Flexibility Onsite Job Summary We are looking for a motivated Outreach Analyst ready to take us to the next level If you have customer service and Microsoft Office skills, and are looking for your next career move, apply now. Job Description We are looking for an Outreach Analyst to enroll new customers,...

  • Outreach Analyst

    2 weeks ago

    Boca Raton, Florida, United States CAI Full time

    Job ID NumberR2731Employment TypeFull timeWorksite FlexibilityOnsiteJob SummaryWe are looking for a motivated Outreach Analyst ready to take us to the next level If you have customer service and Microsoft Office skills, and are looking for your next career move, apply now.Job DescriptionWe are looking for anOutreach Analysttoenroll new customers, assist with...

  • Client Solutions Specialist Senior

    2 weeks ago

    Boca Raton, Florida, United States PNC Full time

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Sr Business Systems Analyst

    4 weeks ago

    Boca Raton, Florida, United States Baptist Health South Florida Full time

    Baptist Health South Florida is the largest healthcare organization in the region, with 12 hospitals, more than 24,000 employees, 4,000 physicians and 100 outpatient centers, urgent care facilities and physician practices spanning across Miami-Dade, Monroe, Broward and Palm Beach counties. Baptist Health has internationally renowned centers of excellence in...

  • Sr Business Systems Analyst

    1 month ago

    Boca Raton, Florida, United States Baptist Health South Florida Full time

    Baptist Health South Florida is the largest healthcare organization in the region, with 12 hospitals, more than 24,000 employees, 4,000 physicians and 100 outpatient centers, urgent care facilities and physician practices spanning across Miami-Dade, Monroe, Broward and Palm Beach counties. Baptist Health has internationally renowned centers of excellence in...

  • Sr Business Systems Analyst

    1 month ago

    Boca Raton, Florida, United States Baptist Health South Florida Full time

    Baptist Health South Florida is the largest healthcare organization in the region, with 12 hospitals, more than 24,000 employees, 4,000 physicians and 100 outpatient centers, urgent care facilities and physician practices spanning across Miami-Dade, Monroe, Broward and Palm Beach counties. Baptist Health has internationally renowned centers of excellence in...

  • Sr Business Systems Analyst

    4 weeks ago

    Boca Raton, Florida, United States Baptist Health South Florida Full time

    Baptist Health South Florida is the largest healthcare organization in the region, with 12 hospitals, more than 24,000 employees, 4,000 physicians and 100 outpatient centers, urgent care facilities and physician practices spanning across Miami-Dade, Monroe, Broward and Palm Beach counties. Baptist Health has internationally renowned centers of excellence in...

  • Help Desk Analyst I

    2 months ago

    Boca Raton, Florida, United States Florida Peninsula Insurance Company Full time

    About Us:At Florida Peninsula Insurance, we pride ourselves on our dynamic, supportive IT environment. Our mission is to leverage technology to enhance the efficiency and security of our operations, ensuring we continue to provide exceptional service to our clients.Position Summary:We are seeking a vigilant, responsive Help Desk Analyst Level 1 to join our...

  • Senior Financial Analyst

    2 weeks ago

    Boca Raton, Florida, United States Geosyntec Consultants Full time

    Overview: Geosyntec Consultants has an exciting opportunity for a Senior Financial Analyst in Boca Raton, Florida. In this role you will perform a variety of professional financial activities related to the annual operating budget, budget versus actual reporting, internal month-end accounting, and ad-hoc requests. This role will assist with mergers &...

  • Sr Business Systems Analyst

    4 weeks ago

    Boca Raton, Florida, United States Baptist Health South Florida Full time

    Baptist Health South Florida is the region's largest not-for-profit healthcare organization with 12 hospitals, more than 27,000 employees, 4,000 physicians, and 200 outpatient centers, urgent care facilities, and physician practices spanning across Miami-Dade, Monroe, Broward, and Palm Beach counties. Baptist Health has internationally renowned centers of...

  • the sales executive, associate

    2 weeks ago

    Boca Raton, Florida, United States Privaira Full time

    The Sales Executive, Associate plays a pivotal role in fostering relationships with both individual prospects and corporate clients, aiming to expand Privairas retail and wholesale charter business and drive sales of the Privaira Sky Card and new business development efforts. Beyond conventional sales, this position focuses on nurturing connections and...

  • Experienced Audit Associate

    1 month ago

    Boca Raton, Florida, United States FORVIS Full time

    General informationNameAudit - Experienced AssociatePosting TitleExperienced Audit AssociateRef #2229936Date PublishedWednesday, February 21, 2024CityBoca RatonStateFloridaCountryUnited StatesJob CategoryAudit/AssuranceOfficeSouth FloridaAdvertised LocationUS-FL-Boca RatonWorking timeFull TimeDescription & RequirementsThe FORVIS audit team provides assurance...

  • Experienced Audit Associate

    4 weeks ago

    Boca Raton, Florida, United States FORVIS Full time

    General informationNameAudit - Experienced AssociatePosting TitleExperienced Audit AssociateRef #2229936Date PublishedWednesday, February 21, 2024CityBoca RatonStateFloridaCountryUnited StatesJob CategoryAudit/AssuranceOfficeSouth FloridaAdvertised LocationUS-FL-Boca RatonWorking timeFull TimeDescription & RequirementsThe FORVIS audit team provides assurance...