Note: The job is a remote job and is open to candidates in USA. PCS Retirement, LLC is one of the nation's largest independent retirement solution providers. The Deconversion Analyst will coordinate the plan deconversion process, manage relationships with Plan Sponsors and Advisors, and ensure a smooth transition for clients.
Responsibilities
- Creates positive transition experience for the client through conference call consultation and consistent email updates and progress reports. Coordinate with advisors, plan sponsors, prior record keepers and or third-party administrators to determine liquidation date
- All communications, proactive and reactive, with clients, advisors, new recordkeepers, brokers, TPAs, custodians, etc
- Requesting and coordinating the gathering of deconversion paperwork, while setting client and financial advisor expectations
- Deconverting and quality checking a plan with zero errors, transferring retirement plan assets including liquidations, in-kind transfers, re-registrations
- Preparing and providing final conversion records to new providers
- Performing all quality checks including trust reconciliation, verifying participant vesting and creating/correcting statement edits
- Being proactive with regards to client and financial advisor needs; providing status updates and resolving issues that may jeopardize deadlines
- Researching and resolving any outstanding cash or late posted dividends and residuals
- In conjunction with Relationship Management team, interfaces with the Plan Sponsor to respond to questions regarding plan conversion issues, systems capabilities, and special processing
Skills
- 1-3 years of Conversion/Deconversion experience
- General knowledge and familiarity qualified retirement plans, understanding plan set up as applicable to daily plan administration
- Proficient with Relius Recordkeeping Software
- Excellent communication skills
- Strong project management skills
- Reconciliation skills
- Strong attention to detail
- Ability to interact with clients to resolve data conversion issues in a win-win manner
- Ability to work in a team environment
Benefits
- 401(k) match
- Medical
- Dental
- Vision
- Life insurance
- Short and long term disability
- Paid-time off
Company Overview