Retirement Plan Conversion Specialist

Job Description

Do you want to utilize your communication and process-oriented skills in a detailed and consistent way in an office environment? Do you want to work for a growing company in an expanding business market?   Are you effective at managing multiple tasks and explaining technical information in a simple manner?

Then we want to talk to you!

Who We Are :

Trinity Pension Consultants, Inc. is a leading regional, independent, and non-producing Third-Party Administration firm located in Akron, Ohio and has territories in OH, IN, MI, TN, and GA. Trinity collaborates with retirement plan sponsors and their associated financial professional in delivering highly effective administration and compliance solution for their employer sponsored retirement plan.

Working as a Retirement Plan Conversion Specialist will give you the opportunity to do lots of different things, like :

• Communicate with clients and their financial partners to meet deadlines
• Create the conversion schedules and communicate timelines to all interested parties.
• Learning and applying rules and regulations to complete paperwork and web forms.
• Reconcile, scrub, and analyze data.
• Adhere to internal procedures and project guidelines.
• Managing daily workflow in a consistent and efficient manner to meet deadlines and metrics.
• Utilize internal and external resources to research answers to questions and issues.
• Be an individual contributor while working in a team.
• Provide cross-channel support as appropriate.

Requirements

Who You Are :

What you need to be qualified for this job :

Benefits

Why Join Our Team?

In return, Trinity Pension Consultants offers :

Are you ready to join our team?

If you feel like you are the right candidate for this job, just click on the apply button. Our quick application should take you about 5 minutes to fill out and your information will be sent to our hiring team.

All qualified applicants will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity and / or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Currently, we are not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role.

Requirements

Who You Are :