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Senior Conversions Analyst

BlueStar Retirement Services, Inc.

in Telecommute / Jacksonville FL

Overall responsibility
Works 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

• Act as BlueStar’s ambassador to its clients and advisors
• Track progression of new business in tracking systems
• Review any existing plan documents, prepare due diligence report as necessary, and prepare all required plan documents
• Setup plan on BlueStar systems with a high degree of accuracy
• Coordinate with custodial partners to establish trust accounts and ACH funding
• Obtain and load payroll census and run first eligibility in plan to ensure proper plan status and years of service
• Obtain all back data as necessary to ensure smooth transition to plan administration
• Prepare and distribute all plan communications, ensuring they match transition process and compliance requirements
• Coordinate enrollment meeting and plan kickoff with sponsor/advisor
• Develop a solid understanding of company policies, practices, and service standards to ensure that appropriate expectations are set during the onboarding process.  
• Establish implementation schedules, as applicable and takes ownership of the project and timeline
• Coordinate with Internal/External Sales to ensure all documentation needed to begin setup is obtained
• Coordinate payroll process with sponsor, including integration opportunities when available, validate payroll file format
• Serve as key point of contact for clients and advisors during plan establishment
• Establish sponsor access to MyPlanConnection, providing training to sponsor on daily administration from the site including available reports and features
• Provide all necessary information to internal customers to ensure a successful transition for ongoing service
• Develop strong industry knowledge to ensure that new plans established comply with IRS/DOL rules and regulations 
• 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.
• Maintains highest level of security of client and participant data

Additional key areas of responsibility for Conversion Roles

• Coordinate with prior provider to transfer any existing assets into new plan in an efficient and timely manner.
• Prepare and deliver all plan transition communication as requested and required
• Ensure successful transition of prior plan assets based on the established conversion strategy for each plan, providing additional instructions as applicable
• Follow-up timely with prior providers on missing information and deadlines to ensure all blackout dates are met
• Reconcile final accounting to ensure that all required data has been received for posting
• Obtain any missing or additional information required by RK or Compliance
• Notify client once assets have successfully posted to participant accounts

Characteristics

• 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
• Strong mathematical and excel skills
• Extensive due diligence and protected benefit experience
• Ability to meet deadlines; strong sense of urgency
• Team Player

Required Skills

• Ability to utilize office equipment such as computers, phones and photocopiers throughout the work day
• Ability to communicate in a courteous and professional manner both in writing and over the phone
• Ability to organize and manage multiple priorities
• Ability to manage data and process financial transactions with a high degree of accuracy
• Ability to maintain data security by following all data security guidelines and by bringing any potential security threats to the appropriate contact’s attention for further review

How to Apply

Please email careers@bluestarretirement.com with a copy of your resume for consideration. 

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