What are the responsibilities and job description for the Conversion Document Specialist position at VirtualVocations?
A company is looking for a Conversion Document Specialist to manage the flow of documentation and improve the client experience in retirement plan conversions.Key ResponsibilitiesManage the flow of vital documentation from other recordkeepers to the companyAssist Customer Onboarding in establishing and organizing conversion plan transfer timelinesMonitor existing conversion plans to ensure assets are retrieved within the agreed timelineRequired Qualifications1 years of experience in incoming plan conversions within the retirement services sector3 years in a relationship management or elevated customer service roleStrong organizational skills with the ability to manage multiple tasks simultaneouslyA positive attitude and a collaborative team playerMeticulous attention to detail with a focus on process improvement
