Implementation Specialist - Retirement Plans

Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans.

PURPOSE OF POSITION

The Implementation Specialist is responsible for onboarding new clients/plans with Definiti from point of sale through first deposit. The Implementation Specialist is the essential and central point of contact for communications and consultations with clients, financial advisors, and recordkeeping partners. In addition to onboarding plans into Definiti systems, the Implementation Specialist also works with different recordkeeping partners to ensure smooth setup and start of plans in their systems.

PRIMARY DUTIES AND RESPONSIBILITIES

• Provide excellent customer service to clients and partners
• Educate Clients about their document provisions and plan operations
• Set realistic and appropriate expectations regarding the implementation process
• Acquire and review conversion records necessary for ongoing administrations
• Coordinate activities and delegate tasks to clients, partners, and internal Definiti teams
• Effectively communicate detailed responses to client and partners questions regarding the plan
• Analyze and ensure accuracy of data setup on Definiti systems
• Prompt and accurate tracking of all onboarding/conversion requirements
• Stay current with retirement plan industry trends, including impact of regulatory changes
• Maintain accurate understanding of how our internal processes interact together, at both team and organization levels

COMPETENCIES REQUIRED

• Strong verbal and written communication skills
• Strong project management and organizational skills
• Demonstrate ability to manage a high volume of concurrent projects
• Display keen attention to detail for accurate implementation on Definiti and partner platforms
• Demonstrate sound judgment when making decisions, and operate with discretion and integrity
• Ability to assess issues as they arise, maintain composure under pressure, and develop thoughtful and appropriate response

EDUCATION AND QUALIFICATIONS

• High school diploma or GED required
• Bachelor's degree preferred
• Two years or more of retirement plan industry experience required
• Large, complex plan administration experience preferred
• Experience in high-touch, direct client service
• Experience with retirement plan implementation or conversion experience preferred
• Experience with Pension Pro and/or ASC a plus
• Basic MS skills to include Outlook, Word, and Excel required
• ASPPA, NIPA or CEBS credentials or equivalents preferred

REMOTE WORKING REQUIREMENTS

As a remote-first company, we have compiled expectations for a successful remote work environment:

• Ability to build rapport with others remotely while working productively with limited in-person interaction
• Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
• Designate a quiet, and well-lit space free of as many distractions as possible
• Be online and available to work during designated business hours in local time zone
• Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plus
• Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

BENEFITS

Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:

• A virtual-first work philosophy
• 401(k) with up to 4% match
• Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
• 10 paid holidays and 2 paid floating holidays
• Paid Parental Leave
• A variety of medical, dental and vision plan options including Definiti subsidized premiums
• Company-paid life insurance and short-term disability insurance
• Bonus plan eligibility