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Retirement Plan Conversion Analyst

Retirement Plan Conversion Analyst

VirtualVocationsLaredo, Texas, United States
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A company is looking for a Retirement Plan Conversion Analyst to manage data and asset transfer processes during client plan conversions.

Key Responsibilities :

Partner with clients and vendors to gather necessary data for migration

Analyze and reconcile data against documented plan rules and maintain project status

Lead and participate in department projects and identify procedural issues to recommend solutions

Required Qualifications :

Five years of experience in the retirement services industry with electronic data files

Working knowledge of Paris or related database systems, and SQL (AQT)

Experience using Informatica or Alteryx preferred

Proficiency in MS Word and Excel

Experience in auditing and data quality reviews

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Retirement Analyst • Laredo, Texas, United States

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