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Conversion & Installation Manager

ERISA Services, Inc.

(Remote)

We are always looking to add new Talent to our Team. If you are looking for the last place you will ever want to work, then look no further. ERISA Services was voted Top Places to work for the past 5 years by our Team of dedicated retirement plan professionals. At ERISA we like to say we are a Family. We truly care about each other and that is what makes our culture so special. Our Culture is one that promotes honesty, integrity and dedication to our clients, business partners and each other. We are always looking for hardworking individuals who are ready to roll up their sleeves and put in a good honest days work.

We are currently seeking a Conversion & Installation Manager to join our Team. 

Position summary:
The Conversion & Installation team manages installation of Start-Up Plans, Takeover Plans and conversion of existing plans transferring to new providers. Manages Plan Installations, Notices, Coordination of Fees, Services Agreements and Platform paperwork.  Works closely with Territory Market Leader, plan sponsors, financial advisors, and Recordkeeping Partners throughout Installation to ensure a smooth and successful process.  This position is not a management or supervisory position. This position is a remote position. If you are a team player, enjoy multitasking, have a keen eye for detail and possess the skill sets described below, we look forward to talking with you about our opportunity!

General purpose:

Efficiently execute quality Installation of plans for new clients. Ensuring client fee schedules are properly drafted and service agreements are generated and provided to clients. Follows DOL established notice requirements to ensure compliance for clients.

Role qualifications:

• Must execute plan installation to meet company objectives and deadlines
• Must partner with client, provider representative and ERISA team to ensure effective plan installation
• Must develop systems and controls to ensure quality of installation is maintained
• Must be able to communicate client and provider rapport in the most stressful situations
• Must be able to maintain strict confidentiality of all documents received and documents accessible to this position
• Must have worked in a TPA environment
• Must have worked with multiple record keepers

Position responsibilities:

• Develops and directs procedures and methods to ensure that quality standards are met and maintained
• Provides retirement plan expertise in the areas of plan installation, notices and service agreements to all staff members
• Manages plan installation from document gathering to execution
• Manages timeline for all plan installations, conversions and notices
• Manages all files related to plan installation and plan takeovers
• Special projects as requested and other related duties as assigned

Essential skills and experience:

• Associate's degree in, business administration, or related field
• 10+ years of experience in retirement plan administration
• Leadership: demonstrated ability to lead people and get results through others
• Planning: ability to think ahead and plan over a one- to two-month time span
• Management: ability to organize and manage large projects, quality assurance, and efficiency
• Strong customer orientation
• Excellent interpersonal and communication skills
• High performance teams and a strong team player
• Commitment to company values
• Advanced computer proficiency

Valued but not required skills and experience:

• MBA

Reporting to this position:

• No direct reports; however, works directly with Contractor on notices and Relationship Managers with Plan Transitions/Conversions and has control over the installation/conversion process

Physical demands and work environment:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Physical demands: While performing duties of job, employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; talk and hear. Employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
• Work environment: While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time. The noise level in the work environment is usually minimal.

Security Compliance Statement:

ERISA Services, Inc. Management has established, implemented, and maintains an ongoing Information Security Awareness Program in order to protect all Team Members, information technology assets, and our clients, suppliers, and shareholders. The purpose of this program is to inform, educate, and motivate Team Members regarding information security, and specifically in the areas of maintaining confidentiality, integrity, and availability of the company's data. ERISA Services is committed to protecting the Personally Identifiable Information that is entrusted to us, and to keeping our systems and procedures up to date and in compliance with industry best standards.

Equal Opportunity Statement:

ERISA is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: ERISA is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at ERISA are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. ERISA will not tolerate discrimination or harassment based on any of these characteristics. ERISA encourages applicants of all ages.

DFWP

How to Apply

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

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