Pro Staff

Conversion Specialist

Pro Staff
Brainerd, MN
Aug 08, 2018
Sep 07, 2018
Pro Staff
Job Type
Employment Status
Full Time

Pro Staff is currently looking for a Conversion Specialist for a premier organization in the Brainerd Lakes Area.  This is a temporary position that will run until the end of February.  In this role you will be supporting Quality Assurance (QA) processes to ensure deliverables are met. Participate in prior record keeper interactions to ensure accurate and timely transition of plan assets and indicative data. Demonstrate a high level of client satisfaction to Plans and Alliance Partners by following process and procedures for the installation of plans to meet deadlines and quality levels set by the unit.

Job Duties/Responsibilities:

  • Enters and/or processes data to handle the investment of assets.
  • Ensures that system specifications match those of the plan documents.
  • Resolves internal and external client issues by responding to all correspondence within communicated timeframe.
  • Coordinates processing of trailing assets and/or dividends after a plan has completed onboarding.
  • Research unresolved issues or discrepancies by investigating or correcting data, or consulting with necessary resources.
  • Performs other duties and special projects as assigned.
  • Requirements: 

  • Excellent telephone etiquette and professionalism, client service skills and time management proficiency.
  • Excellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the organization, as well as with our client base.
  • Successful Completion of Pro Staff’s Office Assessments which include Typing, MS Word, Excel, Data Entry and 10 Key.
  • To hear more about this opportunity, please email your resume to, apply online at, or call our office at 218-825-0434.

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