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Implementation Specialist

Definiti

in Remote / CA / FL / PA / TX / WA

Logo for Definiti

Definiti is a national retirement services firm with hundreds of retirement plan experts across the country, including in-house actuarial consultants, ERISA attorneys, document specialists and retirement plan consultants. From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing and recordkeeping, Definiti helps organizations deliver smart retirement solutions to their employees.

Purpose of the Position

The implementation Specialist plays a key role within our organization and is responsible for the successful onboarding of new clients. 

 Primary Duties and Responsibilities 

  • The Implementation Specialist serves as the primary point of contact for Plan Sponsors, Financial Advisors and internal Group RHI teams to successfully on-board new relationship installations 
  • Work with plan sponsors, internal/external consultants, and prior service providers to successfully convert plan data, participant balances, census information, loan information etc. onto Definiti record-keeping system (ASC) 
  • Accurately prepare custodial Plan Provision worksheets, Plan Digests, Plan Information Forms etc. 
  • Communicate the conversion timeline and procedures of plan operations in an understandable and effective manner 
  • Create appropriate expectations for the client and the advisor during the installation/set-up process 
  • Educates Plan Sponsors, Financial Advisors and daily contacts of plan provisions and new operational procedures 
  • Ensure all conversion requirements have been received and posted to the Definiti record-keeping system 
  • Complete plan review prior to handoff call 
  • Prepare handoff call agenda and facilitate transition to Account Manager and Administration Team 
  • Work in a team environment with other internal departments to complete various projects 
  • Take ownership and facilitate resolutions to Client, Advisor, or Custodian questions/issues using available internal and external resources 
  • Manage multiple on-boarding assignments, changing priorities to manage and prioritize project need 
  • Performs other duties as assigned 

 Required Experience and Qualifications

  • Bachelor’s degree (B.A.) from four-year college or university in related field or equivalent work experience 
  • 2+ years of retirement plan industry experience, implementation experience preferred 
  • Strong problem-solving skills – must be proactive and resourceful and be able to exercise sound judgment 
  • Advanced communication skills to include active listening, written and verbal skills, professional demeanor at all times. 
  • Proven ability to manage multiple projects simultaneously with a high level of accuracy while meeting tight deadlines 
  • Ability to coordinate activities and tasks among diverse project teams Hands on experience with retirement plan recordkeeping systems and other relevant computer applications (Outlook, Excel, Word, ASC, Catts, DGEM etc. preferred) 
  • Organizational and time management skills to prioritize workflow and ensure duties and projects are completed by established timelines

How to Apply

Apply Now


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