Specialist Conversion Part Data Setup

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Under moderate supervision, responsible for processing plan and participant data records requests (i.e., years of service, loans, balances, hardship snapshots, Roth basis, etc.) generally received from internal Financial Service associates for less complex market segments for new retirement plan sales. Accurate and timely completion of records processing and within department policies and procedures to prevent financial exposure the organization and meet client commitments.DUTIES / RESPONSIBILITIES / ESSENTIAL FUNCTIONS:

• Provide support to internal clients and accurately process plan and participant records from prior record-keepers
• Third Party Administrators on to the recordkeeping platform according to published team, department, IRS, SEC time standards and SSAE control objectives Load, review and perform quality assurance of the plan and participant record requests received per instruction within quality and time standards
• Follow established procedures designed to minimize market risks and gain/loss situations
• Accurately complete assigned Service Requests with service standards
• Advise management of situations that involve more complex record loads or of escalated situations
• Other duties as assigned

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job.  The employer has the right to revise this job description at any time.   You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description.   You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason, as per terms and conditions of your employment contract.

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.