#LI-JSS #LI-Hybrid Job Purpose/Objective • Coordinates and facilitates the plan implementation or transition process for new and existing TPA clients • Transitions include plan conversions from one recordkeeper to another Essential Functions and Primary Duties • Oversee new plan implementation or plan transition process on all levels • Primary contact for all on-boarding related activity • Facilitate plan design calls • Prepare recordkeeper paperwork • Update internal systems • Communicate with Plan Sponsors, Financial Advisors and other TPA firms • Provide general client service and problem resolution services • Additional responsibilities as assigned Preferred Qualifications • Pursuing Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA) • Pension Administrator, Qualified 401K Administrator (QKA) Minimum Qualifications • High School Diploma or GED required • At least three years of professional, retirement plan industry experience • Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures • Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards • Proficient use of applicable technology • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) • Experience performing work that requires initiative and leadership skills • Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) • Ability to anticipate and elicit customer needs • Ability to self-learn and develop business and technical knowledge quickly • Motivated team player with demonstrated interpersonal skills • Comfortable working with quick turnaround times and deadlines • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization