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Conversion Specialist

CBIZ

in Independence OH

Logo for CBIZ

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.  

CBIZ has been honored to be the recipient of several national recognitions:

  • 2022 Top Workplaces USA
  • 2022 Great Place to Work Certification
  • Top 101 2021 Best and Brightest Companies to Work For in the Nation
  • 2021 America's Best Mid-Size Employers
  • 2021 Best and Brightest Companies in Wellness

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER). 

Essential Functions and Primary Duties:

  • Oversee transition processes such as transitioning from one fund to another, or transitioning TPAs
  • Primary contact for all conversion related activity
  • Restate plan documents
  • Prepare fund company paperwork
  • Update systems
  • Communicate with Plan Sponsors, TPAs, or advisors
  • Provide asset allocations and loan initiation for fund companies
  • Provide general client service and problem resolution services
  • Additional responsibilities as assigned

Preferred Qualifications:

  • Bachelor's degree

Minimum Qualifications:

  • High School Diploma or GED  
  • At least three years of professional, retirement plan industry experience
  • Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
  • Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards
  • Proficient use of applicable technology
  • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
  • Experience performing work that requires initiative and leadership skills
  • Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) 
  • Ability to anticipate and elicit customer needs
  • Ability to self-learn and develop business and technical knowledge quickly 
  • Motivated team player with demonstrated interpersonal skills
  • Comfortable working with quick turnaround times and deadlines
  • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
  • Ability to travel as necessary

How to Apply

Please apply directly using the link below, or email sgaither@cbiz.com

Apply Now


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