Manage an individual caseload of terminating and deconverting plans in SalesForce and Jira
Create and monitor ticketing activity between multiple operational teams, ensuring SLAs are met
Deliver best-in-class client experience through regular interactions with plan sponsors and recordkeepers
Ensuring all documentation related to plan termination/deconversion is in good order, verifying last payroll and blackout dates
Partnering with internal teams to complete the full client account closure
Configure a variety of termination activities across multiple HI systems
Reconciliation activities to capture cash/fund imbalances
Financial transaction activity including plan liquidation, cash movements, processing dividends and quality review of team transactions
Plan audit activities, including validation of payroll processing up to and not beyond agreed upon dates, ensuring transactions are accurate up to termination/liquidation date
Preparing reports for the new recordkeeper within Snowflake and HEX
Researching ROTH Basis amounts and updating accordingly
Researching and answering follow up questions from the plan sponsor and/or new recordkeeper
Conduct root cause analysis to provide suggestions on how to reduce churn
This position's duties and assignments are subject to modification based on organizational needs.

Bachelors Degree
3+ years in retirement services or account management
Exceptional accuracy and attention to detail
Outstanding communications skills for internal, external and client facing communications
Ability to successfully manage multiple deadlines
Advanced Excel skills
Proficient analytical analysis
Exceptional research skills

A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
Top-of-the-line health plans, as well as dental and vision insurance
Competitive time off and parental leave
Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
Lyra: Enhanced Mental Health Support for Employees and dependents
Carrot: Fertility healthcare and family forming benefits
Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
Monthly work-from-home stipend; quarterly lifestyle stipend
Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

Terminations and Deconversions Analyst

Key skills