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Plan Implementation Coordinator

The Retirement Plan Company (TRPC)/an ABG firm

in Telecommute

Logo for The Retirement Plan Company (TRPC)/an ABG firm

Plan Implementation Coordinator

The Plan Implementation Coordinator 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 ensure 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.
  • Ensure 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.
  • Minimum of 3 years of experience working with Retirement Plans.
  • Minimum of 3 years of experience as project manager or implementation-lead.
  • In-depth knowledge of implementation and conversion of retirement plans highly preferred.      
  • Relius administration system experience preferred.
  • Ability to read and understand plan document language and provisions required.
  • 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.
  • Retirement Plan Fundamentals (RPF) course completion from the American Society of Pension Professionals & Actuaries (ASPPA) preferred.

For an opportunity to join our team, please send your resume and salary requirements to Kerrie Chambliss at kchambliss@trpcweb.com.

How to Apply

Please send resume and salary requirements to Kerrie Chambliss at kchambliss@trpcweb.com


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