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Implementation / Conversions Specialist


in Jacksonville FL / Telecommute


Job Description

BlueStar has an immediate opening for a Conversion Specialist in our New Business department. Our Conversion Specialists work with plan sponsors, advisors, and partners to create a WOW! experience for every new client that joins BlueStar, and to ensure a smooth transition into regular plan processing and administration.

We offer competitive pay and are committed to keeping BlueStar a great place to work. This position offers lots of room to grow in the company for interested and qualified candidates! Come join the BlueStar team!

At BlueStar, our mission is to make it easy for our customers to save for retirement. We believe in retiring with dignity and want to help people achieve that goal! We value creativity, integrity, and continuous improvement in our pursuit of our mission.

Job Type: Full-time

Key areas of responsibility

  • Serve as key point of contact for clients and advisors during plan establishment.
  • Develop strong industry knowledge to ensure that new plans established and amendments / restatements comply with IRS/DOL rules and regulations.
  • Develop a solid understanding of company policies, practices, and service standards to ensure that appropriate expectations are set during the onboarding process.
  • Develop new technical skills and expand knowledge of our systems and recordkeeping software to find better ways to service our clients and adapt to system changes and upgrades.
  • Review any existing plan documents and prepare all required plan documents and notices.
  • Coordinate with advisors to ensure proper establishment of investment menu for each plan.
  • Coordinate payroll process with sponsor and validate payroll file format.
  • Coordinate enrollment meeting and plan kickoff with sponsor.
  • Ensure successful transition of prior plan assets based on the established conversion strategy for each plan
  • Reconcile final accounting to ensure that all required data has been received for posting

Required Skills

  • Ability to utilize office equipment such as computers, phones and photocopiers throughout the work day
  • Ability to communicate in a courteous and professional manner both in writing and over the phone
  • Ability to organize and manage multiple priorities
  • Ability to manage data and process financial transactions with a high degree of accuracy

How to Apply

Please submit a resume to Careers@bluestarretirement.com

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