Conversion Specialist (7334BR) Westwood, Massachusetts

• Contribute to the overall success of Conversion projects by managing the set up of plan-specific information and payroll interface on the recordkeeping system.
• Participate in internal and external conversion project team meetings
• Complete plan set up in PARTS+ based on Plan Specifications Summary and other supporting documents
• Perform review and testing of Web and VRS interfaces to ensure proper plan set up
• Set up Administration Manuals for newly converting plans
• Reconcile initial retiree payments from prior trustee prior to hand off to Administration
• Complete Change Requests for Voice Response System and other routine system set up functions
• Manage relationship with the client or vendor to establish a payroll feed, set up the payroll interface and Summary of Payroll Changes reporting function on the recordkeeping system and confirm integrity of test files sent during conversion
• Assist with processing participant level transactions during conversion
• Manage deconversion projects; communicate with internal departments to ensure timely transition of outgoing clients
• Attend training as required to stay current with system and product enhancements and process changes or improvements
• Assist with procedure management
• Assist with fund swaps for existing clients

• Bachelor’s degree preferred
• General Business Experience or equivalent work experience
• Outstanding oral and written communication skills and interpersonal skills
• Demonstrated ability to apply technical industry knowledge to day-to-day issues and have the ability to adapt to technology
• Demonstrated ability to work in a team environment
• Demonstrated ability to multi-task and work in high volume, deadline oriented, fast paced environment
• Candidate must be detail oriented resulting in quality work
• Strong analytical/problem solving skills
• Working knowledge of ERISA
• A keen desire to learn
• Candidate should be goal oriented and have an entrepreneurial spirit
• Word, Excel, Powerpoint, Lotus Notes experience
• ASPPA or CEBS designations or courses will be considered very favorably
• This is primarily a full-time position with minimal schedule flexibility