Project Manager, Installation Services (Los Angeles, CA 90015)
Transamerica US - United States

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130000GC

Description and Qualifications

Transamerica offers a wide array of innovative financial services and products with a common purpose. Our mission is to help individuals, families, and businesses build, protect, and preserve their hard-earned assets. With more than a century of experience, we have built a reputation on solid management, sound decisions, and consumer confidence. Transamerica is a member of the

AEGON Group

, a multinational insurance organization headquartered in the Netherlands. AEGON employs approximately 30,000 people worldwide. AEGON’s businesses serve millions of customers in over twenty markets throughout the Americas, Europe, and Asia with major operations in the United States, the Netherlands, and the United Kingdom. AEGON takes pride in balancing a local approach with the power of an expanding global operation. Respect, quality, transparency and trust constitute our core values as the company continually strives to meet the expectations of customers, shareholders, employees and business partners.

Currently, we are seeking an Installation Administrator in the Installation Services Department to work in our Los Angeles, CA office.

Principal responsibilities:
This position is responsible for spearheading the timely and accurate installation of qualified retirement plans, including full service and investment-only products. This position is also responsible for providing client service throughout the installation process.

Project Management:
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Spearheading the successful installation of Defined Contribution Retirement Plans

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Developing and monitoring installation project plans, managing to agree upon deliverable dates and timetables, and coordinating internal and external resources during the installation

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Ensuring successful hand-off from Pension Offices (sales) to Services and Operation (ongoing administration)

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Overseeing and monitoring partner record keeping set-up, allocation, first deposits, and accounting statements

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Ensuring plans are in compliance with all current federal and state legislation

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Consulting with clients, as well as their attorneys and consultants, on plan underwriting and technical issues

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Achieving client service standards

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Trouble-shooting installation programs

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Setting the stage for post-installation plan administration and services

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Overseeing the creation, assemble and delivery of enrollment materials in a timely and accurate manner

Contracts:
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Managing the preparation of all documentation related to plans and contracts, including employee disclosure material required to establish a new retirement plan

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Assisting in the evaluation of new and potential takeover business, identifying business risks, and determining compatibility

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Consulting with client and Pension Office recommendations regarding compliance

We’re looking for a person who meets these requirements:
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3-5 (or more) years of relevant experience in customer service, preferably in the retirement services industry

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Must have above average skills on MS Word and Excel

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Excellent interpersonal and communication skills

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Ability to work in a team environment and influence internal partners

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Strong client focus

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Must be able to maintain flexible hours to service clients during business hours in different time zones

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Ability to work in a highly dynamic, fast-paced environment

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Solid problem solving skills

Transamerica offers a competitive total compensation program. In addition, we offer an attractive benefits package including medical, dental, disability, life insurance, medical expense reimbursement, tuition reimbursement, pension and profit sharing 401(k).

Transamerica is an Equal Opportunity Employer.

Job

Operations

Primary Location

United States

Organization

Transamerica US

Schedule

Full-time

Transamerica.com - 16 months ago - save job - block
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