Business Data Analyst
Synergistic Systems, Inc DBA SynergisticIT
contract
Posted on:
Location Type: Hybrid
Location: 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 administrationclient transitionsonboardingplan implementationsfund lineup modificationsfee adjustmentsQDIA updatescontract amendmentsquality checks
Soft skills
verbal communicationwritten communicationadaptabilityproblem-solvingrelationship buildingattention to detailproactive issue resolutiondocumentation standards adherencetimely status updatescredibility building
Certifications
Series 6 licenseSeries 7 licenseBachelor's degree