Business Data Analyst
Synergistic Systems, Inc DBA SynergisticIT
contract
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $45 - $50 per hour
Job Level
Mid-LevelSenior
About the role
- Coordinate platform updates and service installations for retirement plan clients.
- Manage, execute, and validate configurations supporting retirement plan service changes.
- Implement new plans and changes such as fund lineup modifications, fee adjustments, QDIA updates, and contract amendments.
- Ensure adherence to transition best practices throughout the implementation lifecycle.
- Identify, escalate, and resolve issues and risks proactively to protect plan accuracy and client relationships.
- Ensure procedural steps and documentation standards are consistently followed.
- Perform quality checks at each stage of implementation to ensure accuracy and compliance.
- Build credibility with clients, consultants, and internal partners through strong knowledge of onboarding processes.
- Provide timely implementation status updates to business partners and management.
Requirements
- Minimum of 3 years of financial services experience
- Intermediate Microsoft Excel skills
- Strong verbal and written communication abilities
- Ability to learn quickly and adapt to changing priorities.
- Foundational knowledge of retirement plan administration, ERISA, IRS and DOL requirements, recordkeeping, distributions, and contribution processing
- Experience with client transitions, onboarding, or plan implementations
- Experience with OMNI recordkeeping platform
- Bachelor’s degree is a plus
- Series 6 or Series 7 license is a plus (not required)
Benefits
- Major Medical plan
- 401K plan
- Paid vacations
- Paid holidays
- Direct deposit of compensation
- Dental and Short Term Disability Plans available through AFLAC
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Microsoft Excelretirement plan administrationrecordkeepingdistributionscontribution processingclient transitionsonboardingplan implementationsfund lineup modificationsfee adjustments
Soft skills
verbal communicationwritten communicationadaptabilityproblem-solvingrelationship buildingattention to detailproactive issue resolutionorganizational skillstimely updatescredibility
Certifications
Series 6 licenseSeries 7 licenseBachelor’s degree