Retirement Plan Conversion Analyst

Transamerica•Denver, CO

3d•$70,000 - $77,000•Hybrid

About The Position

As a member of the Client Transition Services (CTS) team, this role handles moderate to complex data and asset transfer processes during new client plan conversions. Ensures timely and proper notification of cash flows to the Transamerica Retirement Services (TRS) Funding Group, and milestone task completion to project team members.

Requirements

Five years of experience in the financial services industry including working with electronic data files
Working knowledge of Paris or related database systems, and SQL (AQT).
Experience using Informatica or Pervasive software, or related systems.
Written and verbal communication skills to present information to internal and external stakeholders.
Organizational skills and attention to detail.
Problem-solving and analytical skills.
Proficiency in MS Word/Excel.
Experience constructing queries.
Applicants must be authorized to work for any employer in the U.S.
We are unable to sponsor or take over sponsorship of an employment visa at this time.

Responsibilities

Partner with clients, vendors, payroll providers and internal resources to gather data elements for migration.
Establish an ongoing data dialog, via payroll files, to maintain data elements.
Analyze and reconcile data received against documented plan rules.
Post transferred records from former record systems into company system; maintain auditable records of completed conversion steps.
Audit, analyze and perform data quality reviews for each conversion.
Maintain the NBI (new business intelligence) database and transaction calendar.
Participate in meetings with the Implementation staff.
Lead and/or participate in department projects and data-specific initiatives.
Manage large data conversion projects.
Maintain department tools and procedures as assigned.
Identify procedural issues/gaps and recommend solutions.

Benefits

Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs