The role involves overseeing the onboarding of new plan sponsor retirement plans and converting existing plans from other providers while ensuring all deliverables are met
Job Summary
The role involves overseeing the onboarding of new plan sponsor retirement plans and converting existing plans from other providers while ensuring all deliverables are met.
Transamerica offers a comprehensive benefits package including a pension plan, 401k match, and up to 160 hours of paid time off in the first year.
Employees work within a diverse workforce environment that values hard work, innovative thinking, and personal accountability to help people achieve financial freedom.
Matching Summary
The role involves overseeing the onboarding of new plan sponsor retirement plans and converting existing plans from other providers while ensuring all deliverables are met.
Salary
Base: $65,500 - $73,500 annually; Bonus: 10% Annual Bonus based on Company Bonus Plan/Individual Performance; Benefits: Pension Plan, 401k Match, Medical/Dental/Vision Insurance
Skills & Requirements
Must-have
Manage defined contribution plan installations
Analyze deliverable dates and timetables
Ensure regulatory notices distribution
Coordinate payroll file integration
Assess data accuracy for conversions
Nice-to-have
Client focused exceptional service
Outstanding written oral communication
Problem solving skills attention to detail
Collaborative positive environment
Ability to navigate numerous systems
Key Requirements
Bachelor's degree in business field or equivalent experience
Two years of financial services industry experience