Defined Contribution Conversion Analyst
2 weeks ago
Job: Defined Contribution Conversion Analyst
Location: Westlake TX, Covington, KY, and Merrimack NH (5 days onsite during Connect Week until September. Starting in September, it will go to 2 weeks onsite.)
CANDIDATE PROFILE:
1.) Defined Contribution/401k experience.
2.) Highly organized, ability to manage multiple projects and multi-tasking and working with multiple business partners.
3.)VLookUps
4.)Using formulas and data comparison
The Expertise and Skills You Bring
- Bachelor’s degree preferred.
- This position requires a minimum of 3-5 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above.
- Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events. Demonstrated problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.
- This position requires some travel.
- Working knowledge of Fidelity proprietary systems such as FPRS, BWS, and PSW.
- Ability to understand and work with payroll software programs.
- Strong Presentation, Consulting, and Negotiating Skills
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