Implementation Project Mgr I

Responsibilities

• Project manages work of several internal departments, client, financial advisors and client's prior recordkeeper to ensure a successful implementation and is the subject matter expert for all functional areas through ADP for the conversion.
• Perform welcome call and explain the implementation process to the client, ensuring the client understands actions they need to take in order to ensure a successful implementation, and identify/introduce other team members who will interact directly with the client.
• Aid client with prior recordkeeper notification and obtain a liquidation date.
• Provide the client with a blackout notice and explain the legal responsibilities for providing the notice to their plan participants in a timely manner.
• Manage the transfer of plan assets and participant records by communicating directly with client's current providers and internal ADP departments.
• Establish Payroll Input call to review with client how to enter payroll deductions and compliance coding.
• Work with client, prior recordkeepers and internal ADP parties on missing information needed to complete conversion to ADP Retirement Services.
• Prepare and distribute all applicable client conversion communication.
• Document based on department standards and coordinate seamless transition to Client Services.
• Failure to properly execute could cause significant financial impact to ADP and/or the client.

Qualifications

• Required: Bachelor's Degree or Equivalent in Education & Experience 1-3 Years of directly related experience
• PREFERRED QUALIFICATIONS: Preference will be given to candidates who have the following: Strong oral and written communication skills, Strong influence, prioritization, adaptability and multi-tasking skills, Able to apply recordkeeping and regulatory concepts and methodologies, Non-exempt/hourly position, willingness to work overtime on occasion.