EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.
Position: Integration Specialist
Role Summary: We are looking for a talented and results-driven Integration Specialist to join our Integration Services team. The Integration Specialist is responsible for converting blocks of plans to the organization’s recordkeeping system and facilitating the accurate transfer of the assets. Associates in this role also assist in the project management of the block conversions and coordinate responses to day-to-day client service requests during the process and work closely with managers and staff throughout the organization.
Coordinate the conversion of blocks of plans onto the recordkeeping system
Work closely with client and the management resources on developing the timeline for communications to the impacted plans and respective plan contacts
Ensure data is transferred accurately for all respective plans in the block conversion
Ensure accurate and complete information is available prior to receiving plan assets
Coordinate receipt and reconciliation of plan assets as well as allocation to participant accounts through documented review/approval processes
Coordinate receipt, reconciliation, and upload of participant loan information, if applicable
Coordinate receipt and upload of historical participant information from prior recordkeeper
Conduct website training with clients for payroll submission process and other day-to-day tasks
Provide reports to key plan contacts for review/approval throughout conversion process
Maintain internal reports/dependent systems with plan information for reporting purposes
Maintain open communication flow with Plan Sponsor, institutional partner, and Advisor throughout conversion process