Avantax Planning Partners

  • Dubuque, IA, USA
Apr 27, 2021
Avantax Planning Partners Dubuque, IA, USA
Position SummaryAvantax Planning Partners, a subsidiary of Blucora and sister company to Avantax Wealth Management and TaxAct is seeking a Retirement Services Transition Specialist who will be responsible for handling the conversion of takeover and start-up plans, requiring a thorough understanding of the transaction and data import functions. The Transition Specialist will be responsible for assisting clients and beneficiaries with required documentation for distributing and transferring assets.Essential Duties & ResponsibilitiesHandle the conversion of takeover plans and startup plans to the current Recordkeeping system.Track conversion from start to finish, coordinating all parties involved to facilitate a successful plan transfer.Track, process, and reconcile plan assets when transferring from a prior custodian and recordkeeper.Communicate directly with plan sponsors, FAs, CPA's and transferring parties to coordinate conversion from initial introductory email/call to final...