Conversions Associate

San Fernando, Central Luzon, Philippines

Conversions Associate

Job Description

Remote Employee BPO has an outstanding opportunity for you!

Role: Conversions Associate

Compensation: Competitive Basic Salary

Benefits: HMO plus 2 Free Dependents, P1,500 Rice Allowance, Night Differential (If applicable).

Work Schedule: 5-day work week, 9:30PM to 6:30AM, Philippine time

Work Setup: WFH

Responsibilities

Process and track retirement plan payroll contribution files while onboarding new plans.

Review Plan conversion setups and investment changes in Relius.

Research and resolve contribution and technical issues.

Service existing and new clients during the implementation process, including a full range of administrative and operational support services to Plan Sponsors via email and phone.

Complete special projects and reports, as assigned, accurately and timely.

Qualifications

Proficient in Excel.

Proficient in English; both verbal and written skills

Project Management experience

Relius experience (preferred)

Retirement Industry experience (preferred)

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