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Senior Conversion Analyst

BlueStar Retirement Services, Inc.

in Ponte Vedra Beach, FL



BlueStar has an immediate opening for a Senior Conversion Analyst in our New Business department. Our Conversion Analysts 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.

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

Characteristics of a Successful Candidate

  • Commitment to making the client's experience as easy as possible
  • Ability and desire to get the details right
  • Belief that technology can help us work better, faster, and smarter
  • Ability and desire to think outside the box for new, creative solutions
  • Willingness to work within existing procedures to ensure accurate controls
  • Willingness to adapt and continuously change to meet new situations and to enhance our service offering
  • Commitment to life-long learning
  • Extensive due diligence and protected benefit experience
  • Ability to meet deadlines; strong sense of urgency
  • Team Player

We are located in beautiful Ponte Vedra Beach, FL. We offer a very competitive compensation and benefits package and enjoy a casual work environment. We provide support for continuing education and encourage our employees to obtain additional skills and designations. Come join our team! 

How to Apply

Qualified candidates should email their resume and salary requirements to or fax 904-395-8241. 

Visit our web site.

This ad has been viewed 1891 times. It expires on 4/18/2017.

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