New Business Conversion Analyst

Company Name:
Start date: 2014-10-16T11:41:23.09
Salary period: Annual
We are a Third Party Administrator in High Point, NC looking for self-motivated individuals with a positive attitude to help support our growing business. Your responsibilities will include the following: Execute the conversion process for clients immediately after the sales process.Gather and review takeover documents to ensure regulatory and operational complianceAssist client, vendors and advisors with the asset conversionReconcile asset conversionsIdentify and resolve plan discrepancies Professional Qualities: Strong project management skillsStrong communication skills to develop a sold relationships with clients, vendors and advisors.Strong time management and organizational skills to handle diverse responsibilities and meet target dates.Excellent verbal and written communication skills to consult with clients.Ability to understand and follow procedures and processesAbility to identify and resolve discrepancies in data Skills and Experience: Knowledge of ERISA, DOL and IRS regulationsExperience with Balance Forward and Daily Valuation PlansProficient with Microsoft Office, Excel and OutlookKnowledge of Relius Plan Document and Administration systems would be a plusAbility to process detailed work and meet deadlines timelyBachelor's degree in math, accounting or business preferred Apply to this position by sending a resume via email to: No phone calls or recruiters please.

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