Conversion Operations Associate

Gusto, Inc.
Denver, Colorado, United States
Full Time
Hybrid
Mid
USD 68,570 – 84,000
Finance & Accounting Financial Services Insurance

Posted 2 days ago

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Excellent 4.7

Job summary

The role involves managing the transfer of retirement plans from prior providers, including validating data, reconciling trust reports, establishing loan records, and ensuring data integrity to support accurate and compliant plan conversions. The candidate must have experience in retirement plan administration, financial operations, and proficiency in Excel.

Responsibilities

Manage the transfer of retirement plans onto the platform by validating asset allocations, reconciling trust data, and establishing participant loan records. Collaborate with cross-functional teams to resolve discrepancies and ensure data integrity before plan activation.

Qualifications

analytical thinking contribution types (pre tax, Roth, employer) detail orientation Excel proficiency financial operations loan structures onboarding participant retirement data retirement plan administration systems thinking

Requires 3+ years of experience in retirement plan administration, financial operations, or onboarding roles. Candidates must possess advanced Excel proficiency and a strong analytical mindset with attention to detail.

English

Benefits

  • Competitive base pay
  • Benefits
  • Equity (RSUs)

Company

Gusto, Inc.

Gusto, Inc.

linkedin
Software Development
Location
Denver, Colorado, United States
Website
gusto.com

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Excellent 4.7
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