Conversion Specialist

Job Description

Job Description

Ro le Objective s

A Conversion Specialist familiar with most aspects of the Conversion area to assist Plan Management Teams and Clients with daily client inquiries and resolving issues.

Esse ntial Job Duties and R es pons i bilit ies

• Process Plan Sponsor Authorization
• Complete password resets for Sponsor / Advisor
• Clear and create payroll slots as needed.
• Update employer addresses in relevant systems (Relius, Matrix, Client List, Plan Document).
• Update Relius with banking information for employers (ACH).
• Work on the initial setup internally for onboarding a
• Load Salary Reduction
• Transmit contribution rate changes for 180 / 360 payroll vendor relationship
• Monitor Expected to Actual reports and report discrepancies
• Review STP job postings (account balance updates and eligibility)
• Ensures all Agreements are executed by applicable vendors / advisors for investments and trading platforms

Supervisory Responsi bi l iti es

None

Qualificatio n s a nd Education Requirement s

Prefer red Skills / Abiliti es

Physical Job Requi re ment s

Most positions require prolonged periods of sitting at a desk and working on a computer. Must be able to lift 15 pounds at times.