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401(k) Conversion / Installation Specialist

Professional Capital Services

in Philadelphia PA

A busy and rapidly growing Center City, Philadelphia 401(k) recordkeeper is looking to expand its New Business Department. An experienced 401(k) Conversion / Installation Specialist is required for one of the 100 fastest growing companies in the Philadelphia Region.

The 401(k) Conversion / Installation Specialist position is responsible for the following:

  • Coordinating new plan conversions and internal conversions
  • All communications, proactive and reactive, with clients, advisors, prior record keepers, trusts, etc
  • Requesting and coordinating the gathering of conversion data, while setting client and financial advisor expectations
  • Converting and quality checking a plan with zero errors
  • Authorizing and investing conversion assets
  • Work in team environment to ensure posting of participant conversion balances, establishing existing loans and loading all historical plan activities
  • Performing all quality checks including trust reconciliation, verifying participant vesting and creating / correcting statement edits
  • Processing of first payrolls and client payroll set up
  • Being proactive with regards to client and financial advisor needs; providing status updates and resolving issues that may jeopardize deadlines
  • Completing retro recordkeeping as appropriate

This position requires:

  • 2-3 years of New Business / Conversion experience
  • Excellent communication skills
  • Strong project management skills
  • Reconciliation skills
  • Strong attention to detail
  • Ability to interact with clients to resolve data conversion issues in a win-win manner
  • Ability to work in a team environment

How to Apply

Qualified applicants should email their resume and references to clementst@pcscapital.com and hr@pcscapital.com

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This ad has been viewed 776 times. It expires on 3/19/2018.

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