Installation Conversion Specialist Installation Conversion Specialist …

Voya Investment Management Llc
à Livermore, CA, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Voya Investment Management Llc
à Livermore, CA, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Installation Conversion Specialist
Installation/Conversion Specialist-Non Qualified/409A CA - Livermore, 7633 Southfront Rd., Suite 120/en-US/voya_jobs/job/CA---Livermore-7633-Southfront-Rd-Suite-120/Installation-Conversion-Specialist_JR0021617/apply

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Profile Summary

Under general supervision, responsible for implementing and/or converting clients plan participant data to in-house recordkeeping and payment systems. The chosen candidate(s) would be expected to develop and maintain an in-depth knowledge of executive retirement plans, the investment products we offer and our recordkeeping system, as well as all internal and external procedures necessary to complete a successful implementation.

Profile Description

  • Monitor general client satisfaction throughout implementation process
  • Ensure that all clients are satisfied with implementation department experience
  • Create timelines and manage implementation tasks to achieve deadline standards accordingly.
  • Create, assemble and send enrollment and communication materials in a timely and accurate manner
  • Configure website, benefit administration and enrollment systems for each plan
  • Maintain communication with trading partners regarding status of new accounts
  • Accurately process plan activity, such as asset reconciliation, fund mapping transfers and contributions
  • Assist with projects or duties from outside departments as needed
  • Ensures complete and accurate assumption of participant records for new clients. This includes set up of new clients, conversion of existing balances from prior recordkeepers, proficiency in all aspects of reconciliation, compliance, and services related to plans.
  • Coordinates and manages responses to client service requests during installation and conversion process. This is achieved through reconciliation of plan assets, report and statement production, communications with clients, and project plan design and maintenance.
  • Capable of handling installations and conversions involving the middle/large less complex plans.
  • Works closely with managers and participates in team environment, assisting others and monitoring team progress.
  • Other duties as assigned.

Knowledge & Experience

  • BS or equivalent experience, business-related field preferred
  • 2 4 years defined contribution experience
  • Project management skills
  • Strong oral and written communication skills, strong leadership skills, ability to handle multiple priorities
  • Ability to work independently and in a team
  • Prefer experience in the following software programs: Relius Administration, Microsoft Office suite
  • Desirable working Knowledge of 409A retirement plans, day-to-day retirement plan administration practices, and familiarity with mutual funds, insurance and other investment products


Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture: 

  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals. 
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. 
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about .

Posted 2 Days AgoFull timeJR0021617

About Voya Financial®

Voya Financial, Inc. (NYSE: VOYA), helps Americans plan, invest and protect their savings to get ready to retire better. Serving the financial needs of approximately 13.8 million individual and institutional customers in the United States, Voya is a Fortune 500 company that had $7.5 billion in revenue in 2019. The company had $603 billion in total assets under management and administration as of Dec. 31, 2019. With a clear mission to make a secure financial future possible one person, one family, one institution at a time Voyas vision is to be Americas Retirement Company®. Certified as a Great Place to Work by the Great Place to Work® Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has been recognized as a 2020 Worlds Most Admired Company by Fortune magazine; one of the 2020 Worlds Most Ethical Companies® by the Ethisphere Institute; as a member of the Bloomberg Gender Equality Index; and as a Best Place to Work for Disability Inclusion on the Disability Equality Index by Disability:IN. For more information, visit . Follow Voya Financial on , and Twitter .

Our Businesses:

Retirement is a leading provider of retirement products and services in the U.S. serving more than 49,000 institutional clients and nearly 5.1 million individual retirement plan investors. Voya also has approximately 1,700 financial advisors serving the retail market. Voyas Retirement business is focused on guiding Americans to greater retirement readiness and financial wellness through employer-sponsored savings plans and holistic retirement and income guidance.

Individual Life, which ceased new sales as of Dec. 31, 2018, is an in-force block of nearly 800,000 individual life insurance policies. Individual Life continues to provide Voya with free cash flow as well as earnings and capital diversification.

Investment Management is a leading, active asset management firm serving both affiliated and external institutions as well as individual investors. Drawing on over 40 years of history in investment management, the firm has the experience and resources to provide clients with investment solutions with an emphasis on equities, fixed income, and multi-asset strategies and solutions.

Employee Benefits is a top provider of stop-loss coverage in the U.S. In addition, Voya provides a comprehensive and highly flexible portfolio of life, disability, voluntary insurance products, and health savings and spending accounts to businesses covering 6.2 million individuals through the workplace. Please click here to read more:

We have several state-of-the-art facilities all over the country. Click here to read more about our offices and what each of them offer:

Voya is an equal opportunity employer and we are committed to maintaining a diverse workforce. Voya has been recognized for many of our diversity practices. Please click here to read more: