Senior Associate, Retirement Plan Administration (Testing)
VestwellSalary not specified
Full Time
Senior (5 to 8 years)
Defined Contribution Conversion Lead at Fidelity Investments
Covington, Kentucky, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Retirement ServicesIndustries
Requirements
- Bachelor’s degree preferred
- Minimum of 3-5 years’ experience in a combination of implementation and/or 401(k) operations
- General understanding of the retirement market, client service, and implementation processes
- Detailed understanding of Fidelity and its products and services preferred
- Strong organizational and operational skills
- Ability to work well with internal partners
- Ability to anticipate potential problems and plan for such events
- Proven problem-solving and client management abilities
- Excellent written and oral communication skills
- Attention to detail
- Ability to travel (some required)
- Ability to understand and work with payroll software programs
- Strong presentation, consulting, and negotiating skills
- Strong analytical, problem-solving, and problem identification skills
- Strong organizational/time management skills
- Auditing skills
Responsibilities
- Coordinate the transition of Defined Contribution Plans to DC Plan Services
- Document and coordinate conversion data from prior recordkeepers
- Work with the client to develop a Conversion Strategy detailing how data will be converted to Fidelity
- Coordinate the delivery of data from the Prior Recordkeeper
- Review the data package for completeness
- Follow up with Prior Recordkeepers until all expected data is received and all questions are resolved
- Review data after transfer to ensure information transferred as expected
- Produce reports to review with the client to ensure satisfaction with project outcome
- Participate in the “deep dive” discovery process with the Client, Prior Recordkeeper, and Prior Trustee to collect all vital data
- Act as the primary point of contact for the client on data conversion and reconciliation
Skills
Defined Contribution Plans
401(k) Operations
Implementation Processes
Data Conversion
Client Management
Payroll Software
Analytical Skills
Problem Solving
Organizational Skills
Communication Skills
Presentation Skills
Auditing
Fidelity Investments
Investment management and financial services provider
About Fidelity Investments
Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.
Boston, MassachusettsHeadquarters
1946Year Founded
$120,238.8MTotal Funding
DEBT_FINANCINGCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees