Senior Data Operations Analyst
TransUnion
AWSCloudSQLTableau
Operations Analyst
PCS Retirement
full-time
Posted on:
Location Type: Hybrid
Location: Philadelphia • Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $40,000 - $50,000 per year
Job Level
Mid-LevelSenior
About the role
- Review/validate data and accurately enter and verify information in the Record Keeping System including: Participant Census, Advisor Assignment, Investment Elections, Beneficiary Elections, Scheduled Transactions & Participant Level Billing
- Review and validate data and accurately enter transactions in the Record Keeping System including: Rebalances, Realignments & Fund Transfers
- Review and validate data and accurately enter and verify custodial account information including: Participant Account Opening, Fund Additions & Advisor Assignment
- Index initial forms received and place into queues for processing
- Verify signatures, document revision date, and complete OFAC/CIP verification as needed
- Internal and External follow-up with any correspondence needed for missing information
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with internal associates as well as external clients
- Maintain a high level of accuracy and attention to detail while processing and reviewing all required tasks
- Define areas for process improvements, and gaps in knowledge for team training
- Perform other duties and responsibilities as assigned
Requirements
- Bachelor's Degree or equivalent combination of experience, education, and/or training.
- Must be able to work independently and maintain tight schedules
- Intermediate knowledge of Microsoft Office Suite including Outlook, Excel and Word
- Strong communication skills
- Strong attention to detail required
Benefits
- 401(k) match
- medical
- dental
- vision
- life insurance
- short and long term disability
- paid-time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data entrydata validationtransaction processingrecord keepingprocess improvementOFAC verificationCIP verification
Soft skills
communicationattention to detailorganizational skillstime managementinterpersonal skills
Certifications
Bachelor's Degree
