This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform
Job Summary
This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform.
You will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors.
Review and identify issues with potential fund lineups and prepare fund applications for third-party fund companies with client information.
Matching Summary
This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform.
Salary
$6 per hour; Not specified; Not specified
Skills & Requirements
Must-have
Review fund lineups
Prepare fund applications
Coordinate plan transitions
Maintain client data in CRM
Support operating procedure creation
Nice-to-have
Optimistic, flexible, creative, team-oriented
Proactive and analytical problem-solver
High degree of organization and dependability
Experience with collaboration tools
General knowledge of ERISA rules
Key Requirements
Understanding of mutual funds, stable value funds, CITs, ETFs
Affinity for learning, creating, and communicating effectively
Ability to prioritize tasks and manage client expectations