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Plan Implementation Specialist

The Retirement Plan Company

in Brentwood TN / Telecommute

Plan Implementation Specialist

The Plan Implementation Specialist is responsible for managing conversions and implementations of new plans and merger / acquisitions. They are tasked with acting as the primary point of contact for the client along with working to insure that all departments understand the various requirements and deliverables necessary to meet client expectations.

JOB RESPONSIBILITIES

  • Coordinate timelines and source material with clients and prior providers regarding the implementation process.
  • Document and monitor progress for all aspects of the transition and provide timely reporting to all project stakeholders.
  • Insure asset transfer is done timely and provide audit support post implementation.
  • Ensure implementation meets expected timeframes and that the final work products meet both internal audit requirements and external expectations.

JOB REQUIREMENTS

  • Strong organizational skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast paced environment and will be a “self-starter” working under tight deadlines.
  • Strong verbal and written communication skills.
  • Strong analytical and mathematical skills, with an emphasis on the details.
  • Ability to solve problems efficiently while being innovative and creative.
  • Ability to work in a team environment and individually.
  • Data analysis experience using Microsoft Excel, Microsoft Access, SQL or other database management programs preferred.

COMPENSATION

A competitive base salary. The firm offers an outstanding and comprehensive benefits package.

How to Apply

Please email Patrick Hale at Phale@trpcweb.com


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