Analyst - Conversion WORK FROM HOME (Select States Only) bei Slavic401k

While this position is Work From Home, we are only registered and can proceed with qualified candidates who reside and will work in one of the following states: AL, AZ, FL, GA, MI, MS, NJ, NC, OH, OK, TN, TX. No exceptions. No relocation assistance is available.  

Must be eligible to work in the US without employment sponsorship.   

Direct Hire only, no third-party agency applications, please.

Job Title:  Analyst, Conversion

Department: Operations         FLSA Status: Exempt                 Job Status: FT

Reports To: Director of Plan Operations                      Positions Supervised: None

Work Schedule: Monday – Friday with flexible working hours between 7:30a – 6:30p

Position Summary

The Conversion Analyst is responsible for assisting in the Takeover and Deconversion processes for incoming and exiting MEPs and/or PEOs. With some guidance and/or partnering with the Sr Analyst to be a subject matter expert (SME) for this process for internal and external clients.

Essential Functions

·       Along with the Sr Analyst, advise clients, new/former recordkeepers and internal business partners of the current process,  

·       Works with Sr Analyst to assist external clients and internal stakeholders regarding the implementation process for new and departing clients. 

·       Assist in all steps of the implementation and deconversion processes for new and departing clients and serve as a client contact during this time

·       Partner in all calls related to the project, including preparing and managing to an agenda and preparing comprehensive meeting minutes and managing takeaways

·       Effectively communicate the conversion and deconversion processes and provide guidance and support to clients

·       Review the quality assurance of work related to the conversion and deconversion processes according to industry, regulatory and organizational standards

·       Assist in the review of all Plan Sponsor plan specifications to correctly map new plan Adoption Agreements and Amendments

·       Identify and initiate change and efficiencies of current processes

·       Assist in the distribution of new plan documents to clients of the Plan Sponsor

·       Assist in training and educating fellow team members.

·       Firm level of experience using Relius and propriety software to extract and analyze data to prepare documentation and process timely

·       Consistently adhere to service standards communicated to our internal business partners and clients.

·       Coordinate with internal departments to research and resolve specific scenarios

·       Other responsibilities in the Plan Transfer or Conversions space as assigned by senior leadership

Skills & Abilities

·       Advance knowledge of ERISA, IRS, and DOL regulations as they pertain to retirement plans

·       Comfortability behaving as a resource for other team members

·       Excellence in Microsoft Office (Word, Excel, Outlook and PowerPoint)

·       Proficient in Salesforce

·       Ability to work independently and as part of a team

·       Excellent communication skills, both written and verbal Demonstrated knowledge of

·       Extremely detail oriented and organized with the ability to meet strict deadlines

Experience

·       Minimum of 3 years 401(k) industry experience required with Intermediate to Advanced knowledge of IRS and DOL regulations as they pertain to retirement plans

·       2+ years of client-facing or customer support experience in the financial services industry required

·       2+ years of intermediate to advanced Microsoft Excel experience (i.e., sort/filter data, VLOOKUP function)

·       1+ year of Salesforce or other CRM required

·       1 year 401k recordkeeping software (Relius) experience required

Education

·       Bachelor’s degree in business, finance, political science, or related field of study or equivalent combination of education and additional experience

Certificates & Licenses

·       QKA preferred

Working Environment
• Extended sitting and computer work
• For virtual remote roles, associates must have a distraction-free virtual workspace and an internet speed of at least 100 MBps or better. Please check with your provider if you're unsure of your speed. Ensure you meet these requirements before applying, as they are mandatory for remote employment.

The Power of WE

WE serve the individual saver and investor, know that their savings represents not only money, but the time it took to earn that money, which is forever gone. WE will prudently, cost-effectively and efficiently safeguard and invest that money for a better future for all we serve.

WE are guided by core principles of honesty, accountability, and transparency. Consequently, we are always looking to do the right thing.

WE will treat every customer and colleague with respect and dignity. WE will exhibit humility both as individuals and as a corporate entity.

What’s in it for you Package
This role will have a base pay range of $60,886-77,500. Please know, this is the base range only and does not consider other components that make up the total rewards package for this role. This position is also eligible for annual performance bonus based on company and individual goals.

Other perks in the total rewards package are:

• Flexible work environment
• Participation in Annual Performance Bonus incentive program
• Medical, Dental, Vision, and Life Insurance
• 75% employer coverage of Medical Premiums
• Retirement Savings – 401(k) plan with generous company match, vested after 2 years
• Tuition Reimbursement up to $5,250/year
• Generous Paid Time Off upon hire – plus quarterly Work/Life Balance days and paid holidays
• Paid Parental Leave
• Voluntary Pet Insurance, Lifelock and More!
• 24/7 no-cost Employee Assistance Program (EAP) 

Slavic401k is an Equal Opportunity Employer 

Slavic 401k is an equal opportunity employer with a commitment of inclusion for all qualified candidates. Slavic401k strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.