Asset Transfer Specialist

Job Summary

A company is looking for an Asset Transfer Specialist to manage the conversion process for employer-sponsored retirement plans.

Key Responsibilities

• Assist plan sponsors with the asset transfer process, acting as the primary liaison between various stakeholders
• Execute asset transfers and ensure accurate mapping of participant census data
• Review and draft required compliance notices and coordinate transfer timelines

Required Qualifications

• Bachelor's degree
• Proficiency with MS Excel and MS Word
• Clean background check
• Strong project management and analytical skills
• Ability to maintain confidential information