About the role
The Conversion Onboarding team facilitates the transfer of existing 401(k) plans to Gusto's platform. The specialist manages the entire conversion process, from initial setup to asset transfer and recordkeeping, ensuring a smooth transition for clients.
Our summary of the posting; the original is on the Gusto, Inc. careers page.
What the posting requires
- Required
- Manage book of business
- Salesforce
- Case management
- AI tools
- Complex processes
- Collaboration tools
- Fast-paced environment
- SaaS
- Operations
- Preferred
- Startup
- Retirement plan
- ERISA requirements
- Payroll systems
- Bundled providers
- Safe Harbor compliance
These tags are our reading of the posting. They can miss something; the original posting is the reference.