Affordable, full-service 401(k) plans for SMBs.

Conversion Analyst

Conversion Rate OptimizerConversion Rate OptimizerFull TimeRemoteTeam 501-1,000Since 2015H1B SponsorCompany Site LinkedIn

Location

United States

Posted

5 days ago

Salary

$30 - $32 / hour

Bachelor Degree3 yrs expEnglish

Job Description

• Partner with Conversion Document Specialists to verify completeness and accuracy of incoming plan documentation • Process and reconcile incoming plan assets from multiple recordkeeping platforms • Make informed decisions regarding asset investment timing and methodology to ensure efficient and accurate conversion of participant funds • Set up and validate participant loans during the conversion process, ensuring accurate terms and documentation • Serve as a subject matter expert on incoming plan source types and their alignment with system capabilities, ensuring proper setup and configuration during conversions • Collaborate cross-functionally to resolve complex conversion issues and meet customer needs • Monitor communication channels to identify emerging trends and provide timely support

Job Requirements

1-3 years working in a position directly with incoming plan conversions in the retirement services sector
Previous experience in reconciliation and/or parsing large data packets
Working knowledge of 401(k) investment processes, including understanding of trading windows and settlement periods
A strong work ethic, proactively following up with our internal partners to complete the conversion process
Advanced Excel skills, including proficiency with pivot tables, VLOOKUP functions, and complex data analysis for large datasets
A passion for process; constantly on the lookout for inefficiencies that can be improved
Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
Strong written communication skills
Effective time management and organizational skills
A positive attitude, a team player, and highly collaborative.

Benefits

A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
Top-of-the-line health plans, as well as dental and vision insurance
Competitive time off and parental leave
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Monthly work-from-home stipend; quarterly lifestyle stipend
Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

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View details: Sr. Specialist, Engagement & Conversion Optimization

United States

$75K - $95K / year

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