[Remote] Entry Level Asset Transfer Specialist

Note: The job is a remote job and is open to candidates in USA. nova401 is hiring an Asset Transfer Specialist to manage the conversion process for employer-sponsored retirement plans. This role involves overseeing the transition of plan assets, participant data, and investment mapping, requiring high-level project management skills.

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

Skills

• 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

Benefits

• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match

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