CBIZ

Senior Conversion Specialist – Retirement & Investment

CBIZ

full-time

Posted on:

Location Type: Hybrid

Location: North Canton • Ohio • United States

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Job Level

Senior

About the role

  • Oversee new plan implementation or plan transition process on all levels
  • Primary contact for all on-boarding related activity
  • Conduct plan design calls and generate plan documents
  • Prepare Recordkeeper paperwork
  • Update complete internal systems
  • Communicate with Plan Sponsors, TPAs, and Financial Advisors
  • Provide general client service and problem resolution services
  • Additional responsibilities as assigned

Requirements

  • High School Diploma or GED required
  • At least five years of professional, retirement plan industry experience
  • Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
  • Possesses expert knowledge of pertinent laws, regulations and professional standards
  • Expert use of applicable technology
  • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
  • Experience performing work that requires initiative and leadership skills
  • Experience in coaching and teaching others
  • Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
  • Ability to anticipate and elicit customer needs
  • Ability to self-learn and develop business and technical knowledge quickly
  • Motivated team player with demonstrated interpersonal skills
  • Comfortable working with quick turnaround times and deadlines
  • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
Applicant Tracking System Keywords

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

Hard Skills & Tools
plan implementationplan transitionplan designproblem resolutionadvanced knowledge of industry conceptsexpert knowledge of laws and regulationsinitiativeleadership skillscoachingself-learning
Soft Skills
interpersonal skillscommunication skillsteam playerability to anticipate customer needsability to work under deadlines
Certifications
High School DiplomaGEDQualified Pension Administrator (QPA)Qualified 401(K) Administrator (QKA)