Compunnel Inc.
401K Data Conversion Consultants / Business Analyst
Compunnel Inc., Dallas, Texas, United States, 75215
401K Data Conversion Consultants / Pension Administrator
401K Data Conversion Consultants / Pension Administrator
Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Compunnel Inc. Senior Technical Recruiter @ Compunnel Inc.
401K Data Conversion Consultants - Covington, KY, NH or TX. (Hybrid) Special Instructions We need more of a BA background coupled with 401K experience. This is going to be heavy client facing. MUST HAVE:
401k experience, BA experience (client facing / requirement gathering). backgrounds the team has hired in the past (HR Payroll, HR Generalists, Sales & Technology Sales, Actuaries, Pension Admins, BA's). Don't really care too much about job titles, its the 401K and BA experience they are looking for that is the most important. DO NOT need a technical person for this. This is a very functional type of role. Description The Data Conversion Consultant (DCC) is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services. The documentation and coordination of conversion data from prior recordkeepers. Our DCC's work with the client to develop a Conversion Strategy which details how the data will be converted. We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved. The DCC also coordinates the transfer of assets, reconciles the trust balances to participants’ account balances, identifies all variances, and works with the client to resolve differences. The Expertise We’re Looking For This position requires a minimum of 2 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above. A detailed understanding and its products and services is preferred. Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events. Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail. A solid understanding of proprietary systems such as FPRS, Focus Point, TSO, PPMC and PSW. Strong presentation, consulting, and negotiating skills. Strong analytical, problem-solving, problem identification skills. Bachelor’s degree or equivalent experience preferred. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Contract Job function
Job function Human Resources Industries Business Consulting and Services and Human Resources Services Referrals increase your chances of interviewing at Compunnel Inc. by 2x Get notified about new Pension Administrator jobs in
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401K Data Conversion Consultants / Pension Administrator
Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Compunnel Inc. Senior Technical Recruiter @ Compunnel Inc.
401K Data Conversion Consultants - Covington, KY, NH or TX. (Hybrid) Special Instructions We need more of a BA background coupled with 401K experience. This is going to be heavy client facing. MUST HAVE:
401k experience, BA experience (client facing / requirement gathering). backgrounds the team has hired in the past (HR Payroll, HR Generalists, Sales & Technology Sales, Actuaries, Pension Admins, BA's). Don't really care too much about job titles, its the 401K and BA experience they are looking for that is the most important. DO NOT need a technical person for this. This is a very functional type of role. Description The Data Conversion Consultant (DCC) is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services. The documentation and coordination of conversion data from prior recordkeepers. Our DCC's work with the client to develop a Conversion Strategy which details how the data will be converted. We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved. The DCC also coordinates the transfer of assets, reconciles the trust balances to participants’ account balances, identifies all variances, and works with the client to resolve differences. The Expertise We’re Looking For This position requires a minimum of 2 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above. A detailed understanding and its products and services is preferred. Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events. Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail. A solid understanding of proprietary systems such as FPRS, Focus Point, TSO, PPMC and PSW. Strong presentation, consulting, and negotiating skills. Strong analytical, problem-solving, problem identification skills. Bachelor’s degree or equivalent experience preferred. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Contract Job function
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