# Conversion Operations Associate

**Company**: Gusto
**Location**: Denver, CO
**Work arrangement**: hybrid
**Experience**: mid
**Job type**: full-time
**Salary**: $68,570 - $84,000 / year
**Category**: Operations
**Industry**: Technology

**Apply**: https://job-boards.greenhouse.io/gusto/jobs/8143042?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_c0f6c702-ad3

## Description

At Gusto, we're on a mission to grow the small business economy.

We're looking for a detail-driven problem solver who thrives on precision as a Conversion Ops Associate. You'll independently manage the transfer of retirement plans from prior providers onto our platform, validating asset allocations, reconciling trust data, and establishing participant loan records.

Responsibilities:

- Own asset allocations: Independently manage participant-level asset allocations during plan conversions.

- Reconcile with precision: Review trust reports and legacy provider data to reconcile asset balances prior to system upload.

- Resolve discrepancies: Perform ad hoc reconciliation of cash movements and asset balances during and after conversion.

- Establish loan records: Set up and configure participant loan records during conversion.

- Protect data integrity: Ensure historical data supports downstream compliance testing and reporting requirements.

- Catch issues early: Identify gaps or inconsistencies in source data and partner proactively with client-facing teams.

- Eliminate downstream pain: Make sure all required data is collected, validated, and uploaded accurately before plan activation.

- Collaborate cross-functionally: Partner closely with Client Success, Onboarding, Compliance, and Reconciliations.

- Improve how we work: Contribute to automation initiatives and tooling enhancements.

Requirements:

- 3+ years of experience in retirement plan administration, financial operations, or onboarding-focused operational roles.

- Strong understanding of contribution types, loan structures, and participant-level retirement data.

- Advanced proficiency in Excel.

- Ability to independently manage competing priorities in a high-volume, deadline-driven environment.

- Adaptability to shift with changing priorities without losing focus on quality.

- Quick product mastery to pick up new tools and platforms fast.

- Strong analytical mindset with high attention to detail and a systems-thinking orientation.

Benefits:

- Competitive base pay

- Benefits

- Equity (RSUs)

Our cash compensation range for this role is $68,570 - $84,000 / year in Denver.

## Skills

### Required
- Excel
- retirement plan administration
- financial operations
- analytical mindset

### Nice to have
- 401(k) experience
- asset transitions
- loans
- trust reconciliation

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/gusto/jobs/8143042?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)