Partner with the Transition Manager on activities related to the transition of new client business to Transamerica. Engage with clients regarding payroll and vendor set up, residuals, system set up, and other related transition duties.

Responsibilities

  • Assist the Transition Manager with the installation of defined contribution plans and ensure project tasks are completed in a timely manner.
  • Provide clients with payroll and website demonstrations.
  • Ensure completion of payroll vendor set up, notify client, and ensure the initial payroll contributions are processed.
  • Work with clients and prior providers regarding residual assets, and ensure timely and accurate allocation.
  • Use internal databases to set up plan features and provisions based on supplied documentation.

Qualifications

  • Associate’s degree in a business field or equivalent experience
  • One year of administrative, customer service or financial services industry experience.
  • Oral /written communication and interpersonal skills
  • Attention to detail to review documents and enter information into various systems
  • Time management and organization skills to handle diverse responsibilities
  • Strong client focus

Working Conditions

  • Office environment (Tuesday - Thursday in office)

Compensation

The salary for this position generally ranges between $44,000 - $52,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus of 6% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. 

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This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.