Retirement Plan Conversion Analyst
VirtualVocationsOceanside, California, United Statesjob_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
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 • Oceanside, California, United States
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