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TPA Conversion Specialist

Third Party Administrators, Inc.

in Remote

Logo for Third Party Administrators, Inc.

Ensure that all aspects of a new plan setup or the conversion of plans from predecessor service providers into TPA are completed thoroughly and accurately. Manage the plan conversion project tasks and timeline both internally at TPA and externally with the Plan Sponsor, custodian, advisor and any prior or successor service provider in a timely manner to satisfy client’s expectations.

Education and Experience:

  • Bachelor’s degree from a four-year college or university or equivalent combination of education and experience
  • Three to five years related experience and/or training
  • Accredited Pension Administrator (APA) Certification from the National Institute of Pension Administrators (NIPA) or ability to obtain with 1 year
  • Other Retirement plan certifications or accreditation are highly desired

Skills and Abilities:

  • Ability to read and interpret documents such as procedure manuals, technical procedures, plan documents and reports.
  • Ability to write both routine and non-routine reports and correspondence.
  • Ability to speak effectively with internal employees throughout the firm and externally with Clients, predecessor or successor service providers, custodians and advisors.
  • Strong ability to prepare excel spreadsheets and reports, scrub and manipulate data, reconcile numbers, and analyze financial data and reports.
  • Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • Must have knowledge of advanced Microsoft Office applications, especially Word, Excel, Access and the ability to develop advanced ASC system skills and knowledge along with other applications

How to Apply

To apply, please submit your resume to sfletcher@tpainc.net

Check out our Website to learn more about us at tpainc.net


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