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
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
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
Ability to meet deadlines; strong sense of urgency
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!