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Conversion Analyst - Retirement Plan Operations

Remote • Posted 3 days ago
Onsite Full Time Marketing & Media

Human Interest is seeking a Conversion Analyst to manage the transfer of retirement plan assets between recordkeepers. You will collaborate with partner teams to ensure accurate data transfer and to review plan assets from multiple recordkeeping companies.

You will also oversee loan processing during conversions with a customer-centric approach. This role requires strong analytical skills, meticulous attention to detail and the ability to resolve complex operational challenges while maintaining

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