Conversion Analyst - Non-Qualified

Job is Expired
Location: Remote
Compensation: Salary
Reviewed: Tue, Aug 20, 2024

Job Summary

A company is looking for a Conversion Analyst - Non-Qualified for a remote position.

Key Responsibilities:
  • Review plan submission materials and participate in plan design discussions
  • Analyze participant data files and resolve data issues with clients and partners
  • Coordinate participant data setup through systems teams and ensure accurate plan set up

Required Qualifications:
  • Bachelor's degree in business or relevant job experience
  • Prior experience working with Non-Qualified plans
  • Intermediate to advanced knowledge of Excel
  • Strong knowledge of 409A regulations
  • Ability to work additional hours as needed to meet business needs

COMPLETE JOB DESCRIPTION

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