Terminations and Deconversions Analyst
Human Interest
full-time
Posted on:
Location Type: Remote
Location: Remote • Utah • 🇺🇸 United States
Visit company websiteSalary
💰 $62,100 - $73,000 per year
Job Level
Mid-LevelSenior
About the role
- Manage an individual caseload of terminating and deconverting plans in SalesForce and Jira
- Create and monitor ticketing activity between multiple operational teams, ensuring SLAs are met
- Deliver best-in-class client experience through regular interactions with plan sponsors and recordkeepers
- Ensuring all documentation related to plan termination/deconversion is in good order, verifying last payroll and blackout dates
- Partnering with internal teams to complete the full client account closure
- Configure a variety of termination activities across multiple HI systems
- Reconciliation activities to capture cash/fund imbalances
- Financial transaction activity including plan liquidation, cash movements, processing dividends and quality review of team transactions
- Plan audit activities, including validation of payroll processing up to and not beyond agreed upon dates, ensuring transactions are accurate up to termination/liquidation date
- Preparing reports for the new recordkeeper within Snowflake and HEX
- Researching ROTH Basis amounts and updating accordingly
- Researching and answering follow up questions from the plan sponsor and/or new recordkeeper
- Conduct root cause analysis to provide suggestions on how to reduce churn
Requirements
- Bachelors Degree
- 3+ years in retirement services or account management
- Exceptional accuracy and attention to detail
- Outstanding communications skills for internal, external and client facing communications
- Ability to successfully manage multiple deadlines
- Advanced Excel skills
- Proficient analytical analysis
- Exceptional research skills
Benefits
- A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
- Top-of-the-line health plans, as well as dental and vision insurance
- Competitive time off and parental leave
- Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
- Lyra: Enhanced Mental Health Support for Employees and dependents
- Carrot: Fertility healthcare and family forming benefits
- Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
- Monthly work-from-home stipend; quarterly lifestyle stipend
- Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SalesForceJiraExcelanalytical analysisfinancial transaction processingplan liquidationcash movementsquality reviewplan auditroot cause analysis
Soft skills
attention to detailcommunication skillstime managementclient managementproblem-solving
Certifications
Bachelors Degree