Specialist Deconversion

Overview

Specialist in Deconversion responsible for plan-level Plan Termination and Contract Termination activity for existing Empower clients, a highly critical process with regulatory and monetary impact.

What you'll do

• Perform daily BAU activities and audits for De-Conversion (Plan Termination and Contract Termination).
• Follow up with various stakeholders for timely resolution.
• Escalate any delay or issue in a timely manner.
• Provide various inputs for self and team reporting.
• Respond to email on time.
• Participate in the onshore call when needed.
• Review data and activity to prevent risk of loss due to errors.
• Develop working relationships with peers and management.
• Interact with a wide audience, including internal clients.

What you'll need

• Bachelor's degree, preferably in a business-related field.
• 2+ years in financial operations.
• Strong attention to detail.
• Excellent time management.
• Excellent verbal and written communication.
• Excellent problem solving and analytical skills.
• Basic knowledge of Office 365 applications.
• Flexible working in US shift.
• Results oriented: take decisive action, convey a sense of urgency when appropriate, persist in the face of obstacles, and drive to outcomes that reflect meeting or exceeding a standard of excellence.

Nice to have

• Knowledge of 401(k) Defined Contribution plans.
• Prior experience in Implementation/DeConversion background.

Details

• Flexible working in US shift.
• Participation in the onshore call when needed.