Implementations Coordinator

3 months ago


Austin, United States LeafHouse Full time
Job DescriptionJob Description

About LeafHouse:

We provide 3(38) and 3(21) discretionary investment services and create packaged solutions to mitigate risk to meet retirement plans’ unique needs. Our objective is to deliver quality investment services that incorporate fiduciary management principles and ERISA best practices. We seek to protect and provide solutions to our plan sponsor clients. 

Implementations Coordinator Job Description:

Assist with aspects of onboarding  LeafHouse’s services for clients with their retirement plan providers. Work with an established team to provide satisfactory client service to our partners and clients. This role is located in person in Austin, TX. Starting salary for this position is $50,000, dependent on experience.

Roles/Duties:

  • Onboarding LeafHouse at providers when engaged with new business
  • Update internal database and use customized dashboard to monitor transition and client status
  • Monitor the transition period and update the client and/or financial advisor with important details
  • Attend provider calls, when required, during client’s transition
  • Facilitate the transfer of the client from Transitions Team to Service Team
  • Assist with quarterly reporting and audits
  • Perform investment change duties when required
  • Assist provider partners with investment-related issues if they arise
  • Maintain team inbox during assigned shift
  • Respond to and resolve inquiries from external and internal contacts in a professional and constructive manner
  • Meet deadlines and responsibilities for both team assignments and individual tasks
  • And other duties as assigned

Benefits:

  • 401(k) available with company match
  • Most medical, dental, and vision health coverage policies available for employees are covered by the company
  • Most medical, dental, and vision health coverage policies available for family and spouses are 50% covered by the company
  • Generous paid time off policy

Qualifications And Desirable Experience:

  • Strong analytical and problem-solving skills
  • Excellent verbal and written communication and interpersonal skills
  • Detail-oriented
  • Able to work well in a team environment and independently
  • Experience with Microsoft suite products (Word, Excel, Outlook)
  • Experience with a CRM program preferred
  • Bachelor’s degree (all majors encouraged to apply) or 2 years industry-related experience

Powered by JazzHR

iEHcgTLEaX



  • Austin, United States Closinglock Full time

    Company Overview Closinglock is modernizing the real estate world's way of transferring information and funds to eliminate wire fraud and provide a secure, easy-to-use platform for title companies, law firms, and other financial services to protect themselves and their clients from wire fraud. We act in the long-term best interests of our customers by...


  • Austin, United States eMDs Full time

    Summary of Job An Implementation Project Manager's role is to guide clients through a successful implementation of eMDs software. This is accomplished through superior communication, organization, and planning. Essential Duties and Responsibilities: Please note that other duties may be assigned by your supervisor. • Plans, coordinates, and tracks...


  • Austin, United States Infinx Full time

    Job DescriptionJob DescriptionAbout Our Company:At Infinx, we are a dynamic and rapidly expanding company dedicated to providing innovative technology solutions and services tailored to our clients' needs. Our mission is to collaborate closely with healthcare providers, leveraging automation and intelligence to overcome revenue cycle challenges and...


  • Austin, Texas, United States Infinx Full time

    Job DescriptionAbout Our Company:Infinx is a dynamic and rapidly expanding company dedicated to providing innovative technology solutions and services tailored to our clients' needs. Our mission is to collaborate closely with healthcare providers, leveraging automation and intelligence to overcome revenue cycle challenges and enhance reimbursements for...


  • Austin, Texas, United States eMDs Full time

    Summary of JobAn Implementation Project Manager's role is to guide clients through a successful implementation of eMDs software. This is accomplished through superior communication, organization, and planning.Essential Duties and Responsibilities: Please note that other duties may be assigned by your supervisor. • Plans, coordinates, and tracks new...


  • Austin, Texas, United States Apixio Full time

    About the RoleApixio is seeking an experienced Business Implementation Analyst to join our Payment Integrity Implementation team. As a key member of our team, you will be responsible for capturing business requirements, supporting implementation and client onboarding, providing prioritization, and improving processes.Key ResponsibilitiesCapture Business...


  • Austin, United States Sync1 Systems Full time

    Job DescriptionJob DescriptionSalary: DOEJob Summary:The Loan Origination System (LOS) Software Implementation Project Manager is responsible for leading and managing the end-to-end implementation of LOS software solutions for our clients. This role requires a understanding of loan origination processes, project management methodologies, and software...


  • Austin, United States Sync1 Systems Full time

    Job DescriptionJob DescriptionSalary: DOEJob Summary:The Loan Origination System (LOS) Software Implementation Project Manager is responsible for leading and managing the end-to-end implementation of LOS software solutions for our clients. This role requires a understanding of loan origination processes, project management methodologies, and software...


  • Austin, Texas, United States Centraprise Full time

    **Job Title:** SAP FICO Consultant**Location:** Onsite from day one**Duration:** Full-time only**Job Description:**We are seeking a highly skilled SAP FICO consultant to join our team at Centraprise. As a key member of our financial systems team, you will be responsible for designing and configuring SAP Finance modules, implementing SAP FI modules, and...


  • Austin, United States GCB Services LLC Full time

    Job DescriptionJob DescriptionJob Description:Construction Manager Accountable for all Civil Works and associated financial control via Scheduling (time), SP/ASP, and Quality Management on a given project. Ensure that all Service Providers are adhering to clients standards, processes, and procedures as well as all Federal and Local standards. Identifies...


  • Austin, Texas, United States Sync1 Systems Full time

    Job OverviewSalary: DOEPosition Summary:The Software Implementation Project Manager for Loan Origination Systems (LOS) is tasked with overseeing and directing the comprehensive implementation of LOS software solutions for clients. This position necessitates a solid grasp of loan origination workflows, project management principles, and software deployment...


  • Austin, Texas, United States My3Tech Full time

    Position: Senior EHR Program ManagerLocation: RemoteDuration: Long-term ContractClient: My3TechJob Overview:My3Tech is seeking the expertise of a Senior EHR Program Manager, who will be responsible for overseeing critical projects within the organization. The ideal candidate will possess extensive experience in project management, particularly in the EHR...


  • Austin, Texas, United States Numeric Technologies Full time

    Job SummaryNumeric Technologies is seeking a highly skilled SAP FICO Functional Consultant to join our team. As a key member of our organization, you will be responsible for designing and implementing SAP Finance modules, providing expert-level support to our clients.Key ResponsibilitiesDesign and configure SAP Finance modules to meet business...


  • Austin, Texas, United States Flynn Construction Inc. Full time

    **Company Overview**Flynn Construction Inc. is a leading commercial general contracting firm based in the United States, specializing in corporate office, education, healthcare, industrial, hospitality, and retail markets. Our mission is to deliver high-quality, customer-oriented construction projects that align with our values.**Job Summary**This is a...


  • Austin, Texas, United States Ascension Seton Northwest Full time

    Job SummaryWe are seeking a highly skilled Clinical Programs Coordinator to join our team at Ascension Seton Northwest. The successful candidate will be responsible for developing and overseeing clinical programs, ensuring the implementation of care plans and therapy programs, and supervising nursing staff.Key ResponsibilitiesDevelop and implement clinical...

  • Project Coordinator

    2 months ago


    Austin, United States Texas Department of Aging & Disability Services Full time

    Job Description: Under the supervision of the Public Health Informatics Director, performs highly advanced consultative, coordinative, and technical assistance work. Coordinates projects appropriate for the Branch for new or existing programs and activities. Develops and monitors work plans, timelines, and deliverables for achieving project objectives,...


  • Austin, United States Texas Department of Aging & Disability Services Full time

    Job Description: Program Supervisor VI The Administrative and HR Coordinator plans, directs and oversees human resources functions and daily administrative operations for the Center for Health Emergency Preparedness and Response (CHEPR). Functions include but not limited to travel, purchasing, information technology, training, bill analysis, legislative...

  • Project Coordinator

    4 days ago


    Austin, Texas, United States Siri InfoSolutions Inc Full time

    Job DescriptionWe are seeking a highly skilled Project Coordinator to join our team at Siri InfoSolutions Inc.Key Responsibilities:Plan and coordinate the logistics and deployment of IT equipment, low voltage wiring, telephone systems, point of sale devices, sound systems, IP Camera equipment, and in-store network in North American stores.Maintain and...


  • Austin, Texas, United States Texas Department of Aging & Disability Services Full time

    Job Description:The Information Management Coordinator performs advanced (senior-level) information management work in the Texas Department of Aging & Disability Services' Information Management Group (IMG) Division to protect, provide, and preserve the agency's information. Work involves overseeing and designing, evaluating, reviewing, recommending,...

  • Project Coordinator

    2 days ago


    Austin, Texas, United States Texas Department of Aging & Disability Services Full time

    Job SummaryWe are seeking a highly skilled and experienced Project Coordinator to join our team at the Texas Department of Aging & Disability Services. The successful candidate will be responsible for coordinating projects, developing work plans, and ensuring timely delivery of results.Key ResponsibilitiesProject Coordination: Coordinate projects from...