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Conversion Specialist

BlueStar Retirement Services

in Ponte Vedra Beach FL / Telecommute

BlueStar has an immediate opening for a Conversion Specialist in our New Business department. Our Conversion Specialists 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!

Visit our web site:

How to Apply

Qualified candidates should email their resume and salary requirements to Candidates should also indicate whether they are interested in a remote position or if they are willing to relocate.

No headhunters please.

This ad has been viewed 1372 times. It expires on 4/15/2019.

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