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Conversions Associate

Key Facts

Remote From: 
Full time
English

Other Skills

  • Microsoft Excel
  • Report Writing
  • Communication
  • Time Management
  • Customer Service
  • Detail Oriented
  • Research
  • Problem Solving

Roles & Responsibilities

  • Proficient in Excel
  • Proficient in English (verbal and written)
  • Project Management experience
  • Relius experience (preferred)

Requirements:

  • Process and track retirement plan payroll contribution files while onboarding new plans; review plan conversion setups and investment changes in Relius
  • Research and resolve contribution and technical issues
  • Service existing and new clients during the implementation process, providing a full range of administrative and operational support services to Plan Sponsors via email and phone
  • Complete special projects and reports, as assigned, accurately and timely

Job description

Remote Employee BPO has an outstanding opportunity for you!

Role: Conversions Associate

Compensation: Competitive Basic Salary

Benefits: HMO plus 2 Free Dependents, P1,500 Rice Allowance, Night Differential (If applicable).

Work Schedule: 5-day work week, 9:30PM to 6:30AM, Philippine time

Work Setup: WFH



Responsibilities:

  • Process and track retirement plan payroll contribution files while onboarding new plans.
  • Review Plan conversion setups and investment changes in Relius.
  • Research and resolve contribution and technical issues.
  • Service existing and new clients during the implementation process, including a full range of administrative and operational support services to Plan Sponsors via email and phone.
  • Complete special projects and reports, as assigned, accurately and timely.

Qualifications:

  • Proficient in Excel.
  • Proficient in English; both verbal and written skills
  • Project Management experience
  • Relius experience (preferred)
  • Retirement Industry experience (preferred)


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