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Role Description

We are hiring an Asset Transfer Specialist. The Asset Transfer Specialist manages the conversion process for employer-sponsored retirement plans. This role will oversee the transition of plan assets, participant data, and investment mapping. This role requires high-level project management to ensure the plan assets transfer timely and satisfies all statutory guidelines.

• Assist plan sponsors with asset transfer process for plans conversions, acting as the primary liaison between the plan sponsor (employer), prior recordkeeper, new recordkeeper, and internal teams.
• Execute asset transfers between recordkeepers and/or brokerage firms and ensure participant census data is accurately mapped from the prior provider's system to the new platform.
• Review and draft required notices to comply with ERISA and IRS standards.
• Coordinate the transfer timeline to ensure all deadlines are met to minimize disruption to the client.
• Partner with investment advisors to facilitate fund-to-fund mapping, ensuring that assets are moved into the correct new investment vehicles upon arrival.
• Identify and resolve systemic transfer-related issues at the plan level.
• Provide assistance with other ongoing projects as needed, supporting the team and helping to ensure smooth operations.

Qualifications

• Bachelor’s degree
• Excellent written and verbal communication skills and customer service skills
• Ability to maintain confidential information
• Superior organizational skills
• Proficiency with MS Excel and MS Word
• Flexibility, adaptability, and ability to multi-task
• Clean background check
• Strong project management and analytical skills with the ability to manage multiple large-scale plan migrations simultaneously

Requirements

• Base Salary $50,000-$65,000
• Hourly, non-exempt
• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match

Work Location/Hours

• Work from home
• Must work from USA and be authorized to work for any US employer
• We will supply all necessary computer equipment
• 40-hour work week, Monday-Friday