Business Analyst

• Play a key role in ensuring Cetera Financial Group’s ERISA/retirement plans fiduciary programs continue to conform to set guidelines.
• Comply with processes and procedures of the team, including regulatory requirements.
• Provide day-to-day operational support of CFG fiduciary programs, ensuring accuracy, key metrics, and SLA’s achieved.
• Responsible for daily process of work associated with CFG’s retirement plan fiduciary programs, including new account set-up and maintenance.
• Facilitates agreement review and ensure alignment with outside vendor data.
• Provide program support, including onboarding of new advisors and record-keepers/vendors.
• Respond to inquiries from internal and external customers via email in a timely fashion.
• Perform detailed research as required.
• Strong communication skills with advisors, vendors, and internal teams.
• Ability to communicate clearly in written format, including the ability to document decisions made effectively by program management, with supporting rationale.
• Provide feedback and contribute to improving the overall fiduciary program experience.
• Ability to distinguish multiple firm-specific versions of agreements and forms, recognize similarities and differences across firms; and to apply knowledge of each, as appropriate.
• Ability to manage daily work with multiple vendor relationships under direction of program management.
• Proficiency with the technology platform(s) used by the Retirement Plan Solutions (RPS) team.
• Natural curiosity with respect to how things work, and why, and how they fit together.
• Strong organizational skills

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