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Senior Conversion Specialist

Third Party Administrators, Inc.

in Remote / Bedford NH

Logo for Third Party Administrators, Inc.

Ensure that all aspects of a new plan setup or the conversion of plans from predecessor service providers are completed thoroughly and accurately. Manage the plan conversion project tasks and timeline both internally 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 & Experience: 

  • Associate degree and two (2) years’ experience or equivalent combination of education and experience. ASPPA or other industry designations (such as NIPA or CEBS) preferred. 

Knowledge, Skills & Abilities:

  • Ability to read and learn documents such as procedure manuals, technical procedures, plan documents and reports.
  • Ability to write both routine and non-routine reports and correspondence.
  • Ability to organize work and manage timelines.
  • Ability to work independently on several projects at once.
  • Ability to think ahead, troubleshoot issues and offer solutions.
  • Ability to think ahead, troubleshoot issues and offer solutions.
  • Ability to communicate 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 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.
  • Ability to develop application software skills provided by internal training.

How to Apply

Please submit resume to sfletcher@tpainc.net.

To learn more about us please visit our website at www.tpainc.net


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