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Asset Transfer Specialist

Remote

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.

 

Job Responsibilities:

  • 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

Compensation and Benefits:

  • 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

 

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