RemoteFull timeMid levelPosted today
Apply with JobAssistAbout the role
Essential Functions and Primary Duties
- Oversee transition processes such as transitioning from one fund to another, or transitioning TPAs
- Primary contact for all conversion related activity
- Restate plan documents
- Prepare fund company paperwork
- Update systems
- Communicate with Plan Sponsors, TPA's, or advisors
- Provide asset allocations and loan initiation for fund companies
- Provide general client service and problem resolution services
- Additional responsibilities as assigned
Preferred Qualifications
- Bachelor's degree
Minimum Qualifications
- High School Diploma or GED required
- At least three years of professional, retirement plan industry experience
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
Millions of jobs, with real people getting hired every day
20,000+
New jobs added daily7,000,000+
Verified job listings500,000+
Tailored applications submittedFAQ
Questions, answered
Click "Apply with JobAssist" – we tailor your resume and application to this role and submit it for your approval.
Yes. This role at Careers at CBIZ was screened before publishing – we confirmed the employer before listing it.
The employer didn't disclose a salary range for this listing. JobAssist shows pay whenever it's available.
This position can be done from anywhere, with no in-office requirement.
Yes – every application is tailored from your profile and this job's requirements, and you can review and edit before it's sent.