Conversion Specialist II

Ascensus

Conversion Specialist managing Quality Assurance processes to ensure deliverables are met and client satisfaction. Collaborating with recordkeepers and advisors for accurate transitions in asset management.

Posted 5/13/2026full-timeBaxter • Minnesota, North Carolina, Pennsylvania, South Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $45,000 - $70,000 per yearWebsite

About the role

Key responsibilities & impact

Supporting Quality Assurance (QA) processes to ensure deliverables are met
Manage individual case load effectively to meet and exceed departmental service goals
Ensure system specifications match those of the plan documents via a plan rules audit
Participate in prior recordkeeper and financial advisor calls

Requirements

What you’ll need

Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience
Proficiency in MS-Office software applications, including Excel, PowerPoint, Word, & Visio (familiarity with Access preferred)
Ability to work overtime as necessary

Benefits

Comp & perks

401(k) match
Medical
Dental
Vision
Paid-Time-Off

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Quality Assuranceplan rules auditMS-OfficeExcelPowerPointWordVisioAccess

Soft Skills

manage case loadmeet service goalscommunication

Certifications

Bachelor’s degree