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Retirement Plan Onboarding Specialist

2 months ago

Florida, United States Ascensus Full time

Essential Functions

  • Establishes, modifies, and sustains system operations for both new and existing clients across various platforms as directed by project managers and service teams.
  • Collaborates with project managers to configure plan parameters and prepare the necessary website and recordkeeping systems for new plans.
  • Supports project managers in maintaining plan conversions and implementation checklists for new non-qualified plans.
  • Executes complete and precise requested plan/design modifications for existing plans as instructed by the service team.
  • Assists the Enrollment Team in reviewing enrollment sites and loading enrollment data into the recordkeeping system.
  • Effectively utilizes the product support workflow system and reports the status of all work projects to management as requested.
  • Works alongside management to identify issues and enhance efficiencies related to servicing non-qualified plans.
  • Facilitates the coordination of plan deconversions, collaborating with trading, client services, and other departments to ensure a mutual understanding of requirements and customer expectations.
  • Prepares reports, business correspondence, and procedural manuals.
  • Effectively communicates information and addresses inquiries from managers, clients, customers, and the public.
  • Consistently meets or surpasses performance expectations while working under pressure in a fast-paced, demanding environment with tight deadlines.
  • Focuses on continuous learning through daily activities and events.
  • Collaborates and shares knowledge openly with colleagues.
  • Maintains regular, reliable, and punctual attendance.

Management Responsibilities

  • None

Required Education, Experience, and Certifications

  • 3 to 5 years of experience in the retirement plan industry or an equivalent combination of education and experience.
  • Comprehensive knowledge of the retirement plan industry.

Preferred Qualifications

  • A Bachelor's degree from a four-year college or university is preferred.

Competencies

  • Analytical skills
  • Attention to detail
  • Excellent verbal and written communication abilities
  • Teamwork orientation
  • Independence
  • Integrity
  • Sound judgment
  • Planning and organizational skills
  • Problem-solving capabilities
  • Thoroughness

Travel Requirements: Up to 5%.

Other Duties:

This job description is not intended to be an exhaustive list of all activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change at any time with or without notice.