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Associate Client Conversion Analyst

4 months ago

Boca Raton, 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

Visitwww.mutualofamerica.com/careersfor 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